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 give you the option 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, click 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, and fill out all of the information including name, description, payment type and amount, etc.
- Hit Create to get your payment link
- To email or text the link to the customer, either copy the link and manually send it to the customer, or click "Share Link" and send it via text, email, etc.
Once the payment link is generated, a yellow Pending tag will appear on the customer's reservation. When they pay, 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, click the Reservations tab, and click the black number listed at the top (i.e. your Pending Requests). From there:
- Select the customer you would like to send the payment link to
- Choose a minimum spend or minimum bottles
- If you would like, you can also specify a table location(s), server, notes, etc.
- Press Approve to accept the lead
- Go back to the Reservations tab and once again, select the customer you would like to send the payment link to
- 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.
- Hit Create to get your payment link
- To email or text the link to the customer, hit the three purple dots on the righthand side
- Once the customer pays, a green Deposit button will appear on the customer's reservation
