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Online Payments and More
Charging customers card on file in Square
To charge clients credit card on file in Square:1) Login to your Square account, go to the Customers tab and select the customer you would like to charge.2) Under the 'Card on File' section, select 'T...
Charging customers card on file in Stripe
To charge clients credit card on file in Stripe:1) Login to your Stripe account, go to the Customers tab and select the customer you would like to charge.2) Under the 'Payments' section, select 'Add P...
Connecting BookSteam to Stripe
How to connect BookSteam with Stripe:1. Navigate to Settings > Client Payments tab or click here.2. Click 'Connect with Stripe' button.3. Fill out the registration form or sign in if you already ha...
How to refund a customer via Square
To refund your customer via Stripe:1) Login to your Square account, go to 'Transactions' tab and select the transaction you would like to refund.2) In the transaction details click 'Issue Refund' butt...
How to refund a customer via Stripe
To refund your customer via Stripe:1) Login to your Stripe account ( dashboard.stripe.com/login )2) Go to Customers tab and select your customer.3) In the Payments section select charge you'd like to ...
Pay Later option
When "Pay later" feature enabled, customers will be presented with the option to skip payment and pay later, at the time of the bookings.1. Navigate to Setting > Client Payments tab, paym...
PayPal Integration Guide
To configure PayPal online payments with BookSteam:1. Navigate to Settings > Client Payments tab.2. Click 'Connect with PayPal' button. 3. In the "Enter your PayPal email:" field enter yo...
Setting up Square Payments with BookSteam
To activate Square payments in BookSteam:1. Go to Settings > Client Payments tab.2. Click 'Connect with Square' button.3. Next, you will be redirected to the Square authorization form, sign in into...
Taxes Setup - How to Add New Tax Rate
To Add new tax rate to services and/or classes follow these steps:1. Navigate to Settings > Taxes.2. Click "Add new Tax" button at the top left hand side.3. Enter tax name, tax rate and c...