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1. INTRODUCTION TO PAYMENTS IN FORMS
Introduction and Practical case
This video introduces the topic of enabling payments in Forms, using one practical case throughout the series to help illustrate the learning.
How a booker completes a paid registration
Booking scenario: the booker makes full payment at the time of registration with invoice or credit card.
2. SETTING UP PRODUCTS FOR PAYMENTS AND REFUNDS
Checklist and setting up products for payment
Before you start, make sure you have the necessary information to set up payments.
Here’s a checklist of what to consider, plus a step by step on how to enable prices on products so you can get paid.
Applying refund rules
Learn how to set up refund rules in your Form to give bookers flexibility to cancel and receive their money back.
Accommodation form products
If you’re using an accommodation product to offer hotels or other overnight stays, this video shows how to enable payment for room types in the Form.
(Accommodation form products enables: selectable room types, nights and a booking module built into the Form.)
3. HOW TO ENABLE PAYMENT AND OTHER SETTINGS
Payment scenario 1: Full payment when registering
Enable payment and other settings
Terms and conditions
Terms and conditions must be accepted before a booking is confirmed. Learn how to amend or enter your terms for booking.
4. SET UP OTHER PAYMENT SCENARIOS
Payment scenario 2: No payment when booking, full payment later.
Payment scenario 3: Deposit at time of booking, final payment later.
5. TEST PAYMENT TO ENSURE IT WORKS
A non-negotiable: test your form before setting it live for bookers to ensure that the registration process works as expected. This video explains how to test, and provides tips for testing payment rules.