website logo
⌘K
Onboarding Checklist
GETTING STARTED
Browser Support
Logging In
Resetting Your Password
Downloading the TablelistPro Mobile App
VENUE SETTINGS
Venue Info
Venue Branding
Venue Settings
Billing & Subscription
Floor Plans
STAFF & PROMOTERS
Staff Members vs. Promoters
Adding Your Staff Members
Choosing Staff Member Permissions
Choosing Staff Member Notifications
Adding Your Promoters
Choosing Promoter Permissions
INVENTORY
Adding VIP Table Inventory on Web
Adding Ticket Inventory on Web
Adding Private Inventory on Web
Choosing Payment Types
Setting Recurring Inventory
Enabling/Disabling Reservation Requests and Guest List Additions
WIDGETS
Adding Widgets
EVENTS
Viewing Events
Adding a New Event
Recurring Events
Adding an External Ticket Link on Web
Using Eve Tracking Links
RESERVATIONS & TICKETING
Adding a Reservation on Web
Adding a Reservation on Mobile
Assigning a VIP Table on Web
Assigning a VIP Table on Mobile
Adding a Ticket or Guest List on Web
Adding a Ticket or Guest List on Mobile
Bulk Uploading Guest Lists on Web
Bulk Uploading Guest Lists on Mobile
Approving or Denying Leads
Creating & Sending a Payment Link on Web
Creating & Sending a Payment Link on Mobile
Canceling a Reservation on Web
Canceling a Reservation on Mobile
Getting Notifications for Bookings
Checking In Reservations on Mobile
Checking In Tickets and Guest Lists on Mobile
Closing a Reservation on Mobile
Using Fast Pass on Mobile
Using Fast Pass on Web
CRM
CRM Database
PERFORMANCE
Performance & Reporting
Report Schedule
INTEGRATIONS
Adding Integrations
Insightly CRM
Mailchimp
Point-of-Sale
CUSTOMER CHAT
Using Customer Chat
PRINTERS
Supported Chit Printers
Docs powered by archbee 
12min

Creating & Sending a Payment Link on Web

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 Web.

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:

  1. Go to the Payment tab
  2. Select Request Payment, then fill out all of the information including name, description, tax, service charge, payment type, and processing fees
  3. Hit Save to generate your payment link
  4. To email or text the link to the customer, hit the three purple dots on the righthand side
  5. Once the customer pays, it will reflect in the Payment column on the Reservations tab
Document image
Document image



To create a payment link from a reservation request on the TablelistPro website, open the sidebar, click the Leads tab, then click on the specific lead you would like to send the payment link to. From there:

  1. Choose a minimum spend or minimum bottles
  2. If you would like, you can also specify a table location(s), server, notes, etc.
  3. Press Approve to accept the lead, and a new tab called Payment will appear
  4. Click Payment, select Request Payment, and fill out all of the information including name, description, tax, service charge, payment type, and processing fees
  5. Hit Save to generate your payment link
  6. To email or text the link to the customer, hit the three purple dots on the righthand side
  7. Once the customer pays, it will reflect in the Payment column on the Reservations tab



To cancel a payment link:

  1. Open the reservation, click the Payment tab, then select the payment link you want to cancel
  2. On that page, click the three purple dots, hit Cancel, then choose Yes
  3. You will now see a Cancelled label on the payment link
Document image
Updated 14 Oct 2022
Did this page help you?
Yes
No
UP NEXT
Creating & Sending a Payment Link on Mobile
Docs powered by archbee