Creating & Sending a Payment Link on Mobile
Instead of using a credit card authorization form to collect payments, opt for a TablelistPro payment link. These allow you to request a full deposit, pre-payment, or credit card to be held securely on file, reducing "no-shows" by 99% and protecting your business against chargebacks.
Payment links are especially useful for customers who submitted reservation requests, as well as customers who would like to purchase multiple tables at once.
To create a payment link for a reservation that is not already in the system, first Add a Reservation on Mobile.
Once the reservation is saved and added to the Reservations tab, tap to open the reservation you would like to send a payment link to. From there:
- Click the three black dots on the right, choose Request Payment
- Fill out all of the information including the name, description, and payment type/amount
- Here, you can apply pre-set description suggestions and save that description for later. It will then automatically populate the next time you create a payment link
- Note that the customer will see the description during the checkout process
- Tap Create to create your payment link
- Tap Copy Link to copy the payment link's URL and send it directly to the customer. Alternatively, click Share Link to send the payment link via text message or email, and it will be sent directly from TablelistPro.
Once the payment link is generated, a yellow Pending tag will appear on the customer's reservation. When the customer pays, it will become a green Auth button for credit card authorizations, a green Deposit button for deposits, or a green Paid button for full pre-payments.
To create a payment link from a reservation request on the TablelistPro app, open the app, and go to the Reservations tab. Select the date of your choosing on top, then tap the black number listed at the top (i.e. your Pending Requests). From there:
- Press Approve to accept the lead
- Go back to the Reservations tab and tap to open the customer's reservation
- Add a minimum spend
- If you would like, you can also specify a table location(s), server, notes, etc.
- Click the three black dots on the right, choose Request Payment, and fill out all of the information including admission type, description, payment type, processing fees, etc.
- Follow the steps above
