{[{name}]}

{[{description}]}

How to Set Up Payments

Payment Processing with Fresha Plus is currently available for businesses in the United Kingdom who have enabled Fresha Plus

Shedul has revolutionized the way your clients pay for their appointments. Say goodbye to expensive card terminals and clunky cash payments and say hello to cardless, cashless and contactless "Pay through App" functionality with built-in No-Show Protection and Late Cancellation Protection.

By introducing Fresha Pay, your clients can seamlessly book online without upfront hurdles and pay for their appointments through the app once the appointment has been completed, all the while fully protecting your time.

This guide outlines the following:

  1. How to add your Billing Information
  2. Online Booking Settings for Fresha Pay
  3. How to Process Payments
  4. Client Booking Experience: Required vs Non-Required Card

We also recommend visiting the following two articles to help with How to Set Up Taxes and How to Enable Fresha Online Bookings


1. How to add your Billing Information

In order to start capturing online payments, you'll first need to add your billing information to your Shedul account:

  1. Go to Online Bookings > Payments > Connect Bank AccountScreen-Shot-2019-01-29-at-17.01.57.jpg
  2. Your password is required to ensure you have permission to access this sectionScreen-Shot-2019-01-29-at-17.02.40.jpg
  3. Specify whether you are an individual sole trader or business and fill your billing information along with your VAT number. Click Save & Continue.
  4. Add your Bank Account Holder details. Make sure these details exactly match what you have registered with your bank
  5. Add your Bank Account Details 
  6. Add your Payment Method Card details
  7. Click the Save button to complete.

 


2. Online Booking Settings for Fresha Pay

Now that your banking details have been added, let's update your settings to enable card processing. Requiring card capture means that your client will need to add their card details (just once) in order to book their appointment and it'll be securely stored on their Fresha profile for their next appointment.

We have found that simply by requiring card capture, businesses have experienced up to a 70% drop in no-shows.

  1. Head to Online Bookings  > Settings where you'll be given the option to Require Card Details when clients book online. Screen-Shot-2019-01-31-at-10.59.59.jpg
  2. By selecting cards to be required, you are also enabling built-in No-Show and Late Cancellation Protection options: Screen-Shot-2019-01-31-at-11.00.18.jpg
  3. Select the option that suits your No-Show and Cancellation Policy best. These will be displayed to the end user when they book an appointment online. Read more about this here.
  4. Click Save to apply your changes.

NOTE: Even though your policy has been applied, you will still have the choice as to whether you enforce these charges. For example, if a regular client no-shows, there is probably a genuine reason and you may not want to upset them by charging. If it's a first-time client, you may not want to charge them to encourage them to rebook and become a future regular client.

However, if a client has no-showed twice already, then you may be more inclined to enforce your charges for the time lost.  


3. How to Process Payments

Once your client has added their card details to their Fresha profile, a card icon will be visible on the bottom right-hand corner of the client's photo or avatar icon.

Screenshot_2019-03-05_at_10.24.29.png

 

Once their appointment has been completed, their card will be visibly available as a payment type during the checkout flow. From the main calendar: 

  1. Click on the appointment to select Checkout.
  2. Apply any necessary changes to the sale, e.g add services or discounts 
  3. Once updates have been applied, select Charge Card Screenshot_2019-03-05_at_10.29.13.png
  4. By selecting Charge Card you are facilitating "pay through app" and charging the card that the client has attached to their account.
  5. The payment is now complete and you'll be provided with the option to email or print the invoice for the client as proof of payment. 

Should you proceed with Charge Card but the value of the appointment is greater than the original booking value, an authorization code will be sent via SMS to the client's registered mobile number. The client should read the pin to you so you can type it into Shedul to authorize the transaction. 

Screenshot_2019-03-05_at_10.30.23.png

NOTE: Clients are never charged up front whilst booking online.

Processing the payment happens once the appointment has been completed, as services rendered often differ from what was originally booked. When using the client's card as a payment type, it will actually charge the client's card.

Do not then take their physical card and process the payment again through a card terminal machine, as this will result in the client being charged twice.

TIP: Should you need to use another payment type such as cash rather than the registered card, select More Options > Other Payment Types


4. Client Booking Experience: Required vs Non-Required Card

The settings applied under Online Bookings  > Settings will affect the client's online booking experience with you. They'll be able to browse and select your service and proceed to select an appointment time. To continue, they'll be required to log in or create an account if it's their first time. 

Depending on your settings, they'll either be required to add their card details or proceed to confirm their appointment. 

 

Require Clients to add Card Details

Screenshot_2019-03-05_at_10.59.00.png

Don't Require Clients to add Card Details

Screenshot_2019-03-05_at_11.02.17.png

Note: The client will be charged an authentication fee to verify the card is indeed valid. This charge is then instantly refunded and does not mean the client has paid for their appointment. All payments are processed at the point of sale during checkout. 

Experience: Please be aware that you may receive calls from existing clients asking you why they are now required to add their card details prior to booking. 

Tip: You may experience a temporary drop in online bookings when specifying that cards are required for online bookings. This is normal as clients often do not want to be held accountable for not showing or canceling late. Incentivize clients to add their card details online and drive online bookings to make the most of no-show protection. You may want to offer a small promotion for all appointments booked online and explain the benefits clients have with being able to "manage their own bookings" through the app.


For other payment-related articles, see:

Follow

Was this article helpful?