How to request credit card details for manual reservations
How to Create a Manual Booking with Credit Card Guarantee
This guide explains how to create a booking that requires customers to provide credit card details as a guarantee.
Creating the Initial Booking
- Enter booking details
- Select the date for the reservation
- Add customer name
- Enter email address (this is crucial for the credit card request)
- Set number of guests
- Set booking preferences
- Choose table assignment
- Select experience type if needed)
- Set the time for the reservation
Configuring Credit Card Guarantee
- Change booking status
- In the booking status section (bottom of the form)
- Change from New Booking to Hold (yellow)
- This will automatically reveal two new flags
First flag: "Do not expire booking" - Leave this untouched
Second flag: "Credit card guarantee" - Leave this untouched
- Save the booking
- Simply save the booking
What Happens Next
Customer Experience
- Automatic email sent
- The booking will appear yellow in your system
- Customer receives an email requesting credit card details
Automatic Confirmation Process
- Once credit card is provided
- When the customer enters valid credit card details the booking automatically changes from yellow to confirmed
- Customer receives a confirmation email. No manual intervention required
Updated on: 05/09/2025
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