BLogic Systems

Payment

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💰 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.