Card Number Collection: Difference between revisions

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You can collect credit card details when a guest books directly on your booking page or send requests to securely submit credit card details.
You can collect credit card details when a guest books directly on your booking page or send requests to securely submit credit card details.


Collected credit card details are are available for  '''manual''' processing in in Stripe (if used) or your own terminal.  
Collected credit card details are available for  '''manual''' processing in in Stripe (if used) or your own terminal.  


For cards issued in Europe, Australia and other areas wehre an extra levels of authentication is required for card payments, you might not be able to charge cards. If you have guests from such areas we recommend to automatically collect payments via one of our integrated payment providers, if you can Stripe.  
For cards issued in Europe, Australia and other areas where an extra levels of authentication is required for card payments, you might not be able to charge cards. If you have guests from such areas we recommend to automatically collect payments via one of our integrated payment providers, if you can Stripe.  


<div class="warning">{{#fas:exclamation-triangle}} '''Payment Collection''' and '''Credit Card Collection are two different methods'''. You can use both but not at the same time. If you want to automatically collect a payment for direct bookings from the booking page go to {{{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION</div>   
<div class="warning">{{#fas:exclamation-triangle}} '''Payment Collection''' and '''Credit Card Collection are two different methods'''. You can use both but not at the same time. If you want to automatically collect a payment for direct bookings from the booking page go to {{#fas:cog}} (SETTINGS) BOOKING ENGINE > DEPOSIT COLLECTION DIRECT BOOKINGS</div>   
</div>
</div>


= Collect Credit Card Details for Bookings from your own website =
= Collect Credit Card Details for Bookings from your own website =
Go to {{{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES > BOOKINGS and set Credit Card Security = 'Email CCV' otherwise the system will not store or pass any credit card details.  
Go to {{#fas:cog}} (SETTINGS) > ACCOUNT > PREFERENCES > BOOKINGS and set Credit Card Security = 'Email CCV' otherwise the system will not store or pass any credit card details.  


When you activate this option guests will be asked to enter their credit card details with their details.
When you activate this option guests will be asked to enter their credit card details with their details.


[[Image:creditcard.png|450px|link=]]
[[Image:creditcard.jpg|400px|link=]]
[[Media:creditcard.png|view large]]
[[Media:creditcard.jpg|view large]]
 
<embedvideo service="youtube">https://www.youtube.com/watch?v=ImFgoPKGUNs</embedvideo>
 


Credit card collection rules can be set for automatically confirmed or request only booking status.  
Credit card collection rules can be set for automatically confirmed or request only booking status.  


Set your general  booking rule in {{{#fas:cog}} (SETTINGS)  PROPERTIES > BOOKING RULES or if you want to collect credit card details only for certain Fixed Prices you can adjust the "Booking Type" in the Fixed Price to "Request CC" or "Collect CC".
Set your general  booking rule in {{#fas:cog}} (SETTINGS)  BOOKING ENGINE > NORMAL BOOKINGS / NEAR TERM BOOKINGS.


[[File:credit_card1.png]]
[[Image:CreditCardCollect.jpg|550px|link=]]
[[Media:CreditCardCollect.jpg|view large]]




Set which cards you accept. You also have the option to require the Credit Card Security Number to be entered.  
Set which cards you accept. You also have the option to require the Credit Card Security Number to be entered.  


 
[[Image:creditcardcollect.jpg|550px|link=]]
[[File:Payment3.png]]
[[Media:creditcardcollect.jpg|view large]]


When guests make a booking he will have to enter their credit card details to complete a booking. With the number you can process payments in  your merchant account.
When guests make a booking he will have to enter their credit card details to complete a booking. With the number you can process payments in  your merchant account.
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If you want to you can add a message on how you use the card:
If you want to you can add a message on how you use the card:
*{{{#fas:cog}} (SETTINGS) BOOKING ENGINE  > PROPERTY BOOKING PAGE > CONTENT "Guest Details Header" - content will appear only on the booking page showing the upsell items and guest booking questions. It will appear at the top of the page under the property header information.  
*{{#fas:cog}} (SETTINGS) BOOKING ENGINE  > PROPERTY BOOKING PAGE > CONTENT "Guest Details Header" - content will appear only on the booking page showing the upsell items and guest booking questions. It will appear at the top of the page under the property header information.  
*{{{#fas:cog}} (SETTINGS) BOOKING ENGINE  > PROPERTY BOOKING PAGE > CONTENT  "Confirm Booking Button Message" - Text entered in this field will appear on the booking page in the area above the Confirm Booking button.
*{{#fas:cog}} (SETTINGS) BOOKING ENGINE  > PROPERTY BOOKING PAGE > CONTENT  "Confirm Booking Button Message" - Text entered in this field will appear on the booking page in the area above the Confirm Booking button.


= Credit Card Details from Channels =
= Credit Card Details from Channels =
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You can set up an Auto Action with a request to submit credit card details. Guests will be able to submit their card details on a secure form.  
You can set up an Auto Action with a request to submit credit card details. Guests will be able to submit their card details on a secure form.  


To use this option you need to  
Go to {{#fas:cog}} SETTINGS > PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD COLLECTION
*activate credit card collection in {{#fas:cog}} (SETTINGS)  PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD
*Activate this option setting the Enable / Priority selector to a number.
*set which credit cards you accept {{#fas:cog}} (SETTINGS)  PAYMENTS > CREDIT CARD COLLECTION
*Enter the information how their card will be used in the "Instructions" settings. This message will also be shown to the guest as part of the confirmation message on the screen and will be included in the Email confirmation message to the guest.
 
*Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. A template is for a "Payment Request" is available which you can customize for this purpose or start from scatch.  Use the context help (?Icons) in the Auto Action and  on the help page (click on HELP in the top right menu) for further  instructions.
*Go to {{#fas:cog}} (SETTINGS)  GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. A template is for a "Payment Request" is available which you can customize for this purpose or start from scatch.  Use the context help (?Icons) in the Auto Action and  on the help page (click on HELP in the top right menu) for further  instructions.


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4) Viewing credit card details will require your password entry.   
4) Viewing credit card details will require your password entry.   


5) Credit card details collected via the Credit Card payment gateway will only be displayed once and then deleted once viewed. Be sure to store the details securely offline if required.


'''View CVC'''
'''View CVC'''
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  '''If credit card details are not collected check booking rules are correct:'''
  '''If credit card details are not collected check booking rules are correct:'''
  {{{#fas:cog}} (SETTINGS) PROPERTIES >BOOKING RULES "Booking Type" = Request CC or Collect CC  
  {{#fas:cog}} (SETTINGS) BOOKING ENGINE "Booking Type" = Request CC or Collect CC  
  {{{#fas:cog}} (SETTINGS) PROPERTIES > OFFERS "Booking Type"= Default or  Request CC or Collect CC
  {{#fas:cog}} (SETTINGS) PROPERTIES > OFFERS "Booking Type"= Default or  Request CC or Collect CC
  Setting for "Booking Type" set in the "Summary" tab of your Fixed Price s = Default or Request CC or Collect CC
  Setting for "Booking Type" set in the "Summary" tab of your Fixed Prices = Default or Request CC or Collect CC


  '''Credit card collection is not visible on the booking page :'''
  '''Credit card collection is not visible on the booking page :'''
  {{{#fas:cog}} (SETTINGS) PROPERTIES >BOOKING RULES "Booking Type" "Booking Type" = Request CC or Collect CC  
{{#fas:cog}} (SETTINGS) BOOKING ENGINE "Booking Type" = Request CC or Collect CC  
  {{{#fas:cog}} (SETTINGS) PROPERTIES > OFFERS "Booking Type"= Default or  Request CC or Collect CC
  {{#fas:cog}} (SETTINGS) PROPERTIES > OFFERS "Booking Type"= Default or  Request CC or Collect CC
  Setting for "Booking Type" set in the "Summary" tab of your Fixed Prices = Default or Request CC or Collect CC
  Setting for "Booking Type" set in the "Summary" tab of your Fixed Prices = Default or Request CC or Collect CC


  '''Credit cards are not visible in the booking :'''
  '''Credit cards are not visible in the booking :'''
   {{{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Bookings" and set Credit Card Security = 'Email CCV'
   {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Bookings" and set Credit Card Security = 'Email CCV'
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