Card Number Collection: Difference between revisions
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You can collect credit card details and process them in Stripe (if used) or your own terminal. With credit card collection auto calculation of amounts is not possible. | You can collect credit card details and process them in Stripe (if used) or your own terminal. With credit card collection auto calculation of amounts is not possible. | ||
<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 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 go to {{{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT COLLECTION</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. | ||
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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 rates in '''RATES''' to "Request CC" or "Collect CC". | Set your general booking rule in {{{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES or if you want to collect credit card details only for certain rates in '''RATES''' to "Request CC" or "Collect CC". | ||
[[File:credit_card1.png]] | [[File:credit_card1.png]] | ||
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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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To use this option you need to | To use this option you need to | ||
*activate credit card collection in {#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD | *activate credit card collection in {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD | ||
*set which credit cards you accept {#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION | *set which credit cards you accept {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION | ||
*Go to {#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. Use the context help (?Icons) and the help page (click on HELP in the top right menu) for general instructions. | *Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. Use the context help (?Icons) and the help page (click on HELP in the top right menu) for general instructions. | ||
Template variables are used to link to the form. | Template variables are used to link to the form. | ||
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2) The login must be using secure https: not http: | 2) The login must be using secure https: not http: | ||
3) Credit card details can only be viewed if the password has been changed in the last 90 days. To change the password to to {#fas:cog}} (SETTINGS) ACCOUNT > ACCOUNT ACCESS. | 3) Credit card details can only be viewed if the password has been changed in the last 90 days. To change the password to to {{#fas:cog}} (SETTINGS) ACCOUNT > ACCOUNT ACCESS. | ||
4) Viewing credit card details will require your password entry. | 4) Viewing credit card details will require your password entry. | ||
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= Trouble Shooting = | = Trouble Shooting = | ||
'''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) PROPERTIES >BOOKING RULES "Booking Type" = Request CC or Collect CC | ||
{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS "Booking Type"= Default or Request CC or Collect CC | {{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS "Booking Type"= Default or Request CC or Collect CC | ||
Setting for "Booking Type" set in the "Summary" tab of your rates = Default or Request CC or Collect CC | Setting for "Booking Type" set in the "Summary" tab of your rates = 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) PROPERTIES >BOOKING RULES "Booking Type" "Booking Type" = Request CC or Collect CC | ||
{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS "Booking Type"= Default or Request CC or Collect CC | {{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS "Booking Type"= Default or Request CC or Collect CC | ||
Setting for "Booking Type" set in the "Summary" tab of your rates = Default or Request CC or Collect CC | Setting for "Booking Type" set in the "Summary" tab of your rates = 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' | ||