Bookeo Appointments - Payments, deposits and cancellation policy

To accept online payments or collect credit card details, you have to integrate one of the payment gateways supported by Bookeo.

 Using Bookeo Classes & CoursesClick here

 Using Bookeo Tours & Activities? Click here

In this article:


Set up Payment Terms
1. To set Payment Terms for:

  • your services, go to Settings>Online Payments.
  • your Workshops, go to Settings>Workshops. Click on a workshop.
     



2. Go to the Payment and deposit tab and, in the Payment and deposit section, select the payment terms from the Online Payment [1] scroll down menu. You can:

  • require online payment of the full amount
  • require online payment of a deposit
  • require customers to leave their credit card details 
  • do not accept online payments

3. Tick on the Allow deferred payment [2] checkbox if you want to allow customers to decide if they want to pay at the time of the booking or at the time of their visit. Click here for more information about this feature.

In the Deferred payment message, you can also include a message [3] that will be shown to customers if they select to pay later.

4. Set the Default [4] payment required from the scroll down menu: pay now or pay later.


5. In the Pay balance button [5] section, you can allow customers to pay for the balance of their bookings online. Click here for more information about this feature.

6. Save


Set up your Cancellation Fees

1. To set Cancellation Fees for:

  • your services, go to Settings>Online Payments
  • your Workshops, go to Settings>Workshops. Click on a workshop.​

2. Go to the Payment and deposit tab 



3. in the Cancellation fee section, select your standard cancellation fee [6] from the scroll down menu. The most common standard cancellation fee is full refund

4
. You can also set multiple cancellation fees to be automatically applied when a booking is cancelled, for example a higher fee for cancellations made 24 hours before the visit, a lower fee for cancellations made upto 3 days before the visit. ​Click on the New fee button [7] and select:

- when the fee applies
- set the fee



​4. Save

Bookeo does not automatically issue refunds, but will inform you that a refund is due. Depending on the payment gateway that was used to make the payment, you may be able to issue a refund from your Bookeo Calendar. If the payment gateway used to make the payment does not support refunds via the API, you will have to log into your payment gateway dashboard and issue a refund. Click here to see if the payment gateway(s) integrated in your account support refunds.
Alternatively, you can assign a money credit to the customer. Click here for more information.

 

​If customers book online and they are required to agree to your Cancellation Policy, when you print a booking from your Bookeo Calendar, the printout will include the sentence The customer has agreed to the cancellation policy.