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:
- Go to the Payment tab
- Select Request Payment, then fill out all of the information including name, description, tax, service charge, payment type, and processing fees
- Hit Save to generate 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, it will reflect in the Payment column on the Reservations tab
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:
- 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, and a new tab called Payment will appear
- Click Payment, select Request Payment, and fill out all of the information including name, description, tax, service charge, payment type, and processing fees
- Hit Save to generate 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, it will reflect in the Payment column on the Reservations tab
To cancel a payment link:
- Open the reservation, click the Payment tab, then select the payment link you want to cancel
- On that page, click the three purple dots, hit Cancel, then choose Yes
- You will now see a Cancelled label on the payment link
