Genbook's Payments suite lets you easily and securely request and store client credit cards, charge for appointments, sell products, and offer gift certificates. It's powered by Stripe, a trusted leader in the online payments space, and fully integrated with your Genbook appointments and calendar. So you can do everything you need to, right from the convenience of your Genbook account. 

We'll take you step-by-step through enabling Payments for your account and customizing the feature's settings for your business's unique needs.

Read on for instructions on how to:

Turn Payments ON

Capture credit card details

Set and enforce a Cancellation Policy

Collect payments when clients book

Require credit cards from specific clients


Enabling Payments

1. In Genbook Web, click Settings at the top right.

2. Choose "Payments" from the Scheduling menu

3. Click "Create Stripe account" 

4. Once you have your bank info and SSN/Tax ID handy, click the "Connect with Stripe" button. 

5. If you already have a Stripe account, click "Sign in" at the top right of the form. 

Otherwise, fill in the required fields and click the "Authorize access to this account" button at the bottom. 

6. Make sure the box beside "Enable Payments" is checked on your Payments screen. 

Nice work — you've just turned on the Payments feature! 🎉 

You now have a number of options, from capturing credit cards across the board to collecting deposits and full payments at the time of booking. Read on for instructions and insights.

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Capturing Credit Cards

1. Choose "Turn Credit Card Capture on for All Services" if you want card info required for all online bookings.

2. Or, select "Always require Credit Card from new clients" to require credit cards only from those not already in your Customers list. 

🤓 Pro tip: The "all services" option applies only to EXISTING services. So whenever you add a new service, you'll want to go to its individual "Collect Payments" screen and set the requirement. 

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Cancellation Policy

1. Enter the cancellation cutoff time.

2. Specify your late cancellation fee as a percentage of your service fee. It will apply to all services. 

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Collecting Payments Upfront 

1. Navigate to Settings at the top right of the screen 

2. Choose Services

3. Select the service for which you want to collect a deposit

4. Click "Collect Payments"

5. Set your upfront payment requirements as follows:

  1. Check the box beside "Require payment in advance"
  2. Choose whether you'd like clients to pay the full service fee or a deposit (partial payment) when they book. If you choose Deposit, specify the amount.
  3. Save changes. 

Clients booking this service online will have to pay the amount you specified.

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Requiring credit cards from specific clients

1. Click Customers at the top of the screen

2. Find the client from whom you want to require credit cards.

3. Click "Details" and scroll to the bottom. 

4. Check the box beside "Always Require Credit Card..." and save your changes.

The client you've just edited will now be asked to input their card details whenever they book online with you.

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