How to request credit card details for manual reservations
Create a manual booking with a credit card guarantee
Request credit card details for a manual reservation by creating the booking with the Hold status and the credit card guarantee, so the guest is emailed a request to enter their own card details.
What you need
- The guest's email address. The credit card request is sent by email, so the booking cannot request card details without it.
- A no-show fee on the experience you select, if the guest should be chargeable for a no-show.
Create the manual booking
- Select the date for the reservation.
- Add the customer name.
- Enter the guest's email address.
- Set the number of guests.
- Choose the table assignment.
- Select the experience type, if the booking belongs to an experience.
- Set the time for the reservation.
Select the correct experience before you continue
A no-show fee is set on the experience, so the experience selected on the booking decides whether a no-show can be charged. A lunch experience may have no no-show fee while a dinner experience has one. The guest's credit card cannot be charged for a no-show if the correct experience is not selected on the booking.
Turn on the credit card guarantee
- Go to the booking status section at the bottom of the booking form.
- Change the booking status from New Booking to Hold, shown in yellow.
- Leave the Do not expire booking flag untouched.
- Leave the Credit card guarantee flag untouched.
- Save the booking.
Both flags appear automatically when the booking status is changed to Hold.
What the guest receives
- The booking appears yellow in your dashboard.
- The guest receives an email requesting their credit card details.
The guest must enter their own credit card details. Legally, you cannot enter a guest's credit card details for them.
What happens when the guest submits their card details
- The guest enters valid credit card details.
- The booking changes automatically from yellow to Confirmed.
- The guest receives a confirmation email.
No manual step is needed to confirm the booking.