Payment
💰 Payments
Target release | 01/02/2023 |
Epic | Implement payment |
Document status | DRAFT |
Document owner | [email protected] |
Designer | [email protected] |
Technical writers | [email protected] |
QA | [email protected] |
🎯 Objective
Allows salon owner check out appointments, add tips and accept payments.
📊 Success metrics
- Salon owner can check out appointments, add tips with payments
- Salon owner can add new payment methods
- Salon owner can collect money of no-show or late cancellation appointments
🤔 Assumptions
After register account, each salon have 2 payment methods by default: Cash, Credit. And they can not edit these default payments.
Credit Card payment notes: - To using credit card payment. Salon owner have to contact us to setup Authorize.Net gateway - The option Required Credit Card to book must be enabled - The appointment must be booked by clients. Because clients are the person who input their credit card info
Late cancellation & no-show appointments: - To charge for late cancellation & no-show appointments, the option Required Credit Card to book must be enabled, appointments must be book by clients with credit card info - To charge for late cancellation, appointments must meet the requirement of late cancellation policy (see at Setup/Online booking/Cancellation policy) and the option Late cancellation fee must greater than 0. - To charge for no-show, appointments start time must pass the current time and the option No-show fee must greater than 0.
📝 Dev notes
Authorize.Net Sandbox keys
ApiLoginID: 2CtD3Rf87nk7
ApiTransactionKey: 7jwZ9ybL697V58fT
ApiLoginID: 6yDKVy4n6Z
ApiTransactionKey: 9vHn4yBp4L59a28M
🌟 Milestones
Date | Task |
---|---|
30/12/2022 | Tips option. Suggest tip percentages, enable/disable tipping, set default tip |
31/12/2022 | Check out by cash |
02/01/2023 | Check out by credit card |
03/01/2023 | Charge late cancellation, no-show |
🗒️ Requirements
Requirement | User Story |
---|---|
Must be mobile responsive | John is a PM who wants to check on his team’s progress from the train station |
🎨 User interaction
Payment method management

Each payment type is used to tracked at checkout and reports {.is-info}
Cash and Credit is locked to your account as a payment type and cannot be deleted. But you’re able to hide it by hit the toggle button {.is-info}
Tip option

The tip suggestion values are default options. Clients will also able to customize the amount they’d like to tip by selecting Custom amount {.is-info}
Late cancellation and no-show protection

Charge fee amount will be calculated by
Appointment amount (tax included) x Fee In Percentage {.is-info}
The percentage values are default options. You will also able to customize the amount you’d like by selecting Custom amount {.is-info}
Checkout with tip

Checkout by Cash

Checkout by Credit

Charge for late cancellation

Charge for no-show

❓️ Open Questions
Question | Answer |
Why tipping not show on check out panel? | Why tipping not show on check out panel? |
---|---|
Why tipping not show on check out panel? | Enable tipping at Setup/Tips |
Why credit card method not show on check out panel? | Enable Required Credit Card to book at Setup/Online Booking. And clients must input cc info when booking |
Can I check out by Credit Card for Walk-in clients? | Sorry, you can’t for now. Check out with cc only for clients who book online |
e.g., How might we make users more aware of this feature? | e.g., We’ll announce the feature with a blog post and a presentation |
⚠️ Out of Scope
- Split payment. Client can pay by cash and credit card for an appointment.
- Split tips. Separate tip for staff.