Adding a Guest's Credit Card Information to a Reservation
October 18 2023 7:03pm • Est. Read Time: 2 MINBook and charge guests for paid reservations over the phone safely with secure, Payment Card Industry (PCI) compliant credit card protocols. Add or select a guest's credit card during the booking flow.
Online Reservations: If you have set up a cancellation or no-show policy or prepaid ticketing for your reservations, your guests will be prompted to input their credit card information when booking online.
In-House Reservations: When booking in-house you will be prompted to input credit card information in the booking flow.
Please note: If you would like to allow certain users to bypass this credit card requirement when booking in-house, you can give them the permission to “Book without Payment”. Learn how to give that permission.
How to Add Payment Information to a Reservation When Booking:
- Begin the booking flow by selecting the booking button in the top-right corner.
- Select date, time, and table type.
- Enter guest name, phone number, and notes.
- Select between two payment options.
Option 1: If the guest already has payment information on file, you will be prompted with the option to select that card or to add a new one.
If you’ve selected to enter a new card you will be prompted to fill out all fields.
How to Add Payment Information to a Booked Reservation:
- Go to date of reservation.
- Locate the booked list and tap on the reservation in question.
- Click the three dots icon on the upper right-hand side.
- Click “Rebook”.
- Click “Add Payment”.
Important note: If the guest has a credit card on file, you can verify with the guest if the last 4 digits of the credit card selected is correct. If not and they would like to use a different credit card, click the last 4 digits of the credit card and select “Add Credit Card”.
- Click “Change”.
- Select your name for “Completed By”.
- Click “Confirm Change”.
How to see if a reservation has payment information on file:
- Go to date of reservation.
- Locate the booked list and tap on the reservation in question.
- Select the “History” tab. The History tab will notate when the reservation was made, who made the reservation, and if payment information was added.
Please note: Once you add a credit card to a guest's profile it will remain in the system for you to use for future bookings.