How to Set Up Booking Forms with Upfront Payment

Requiring upfront payments for bookings is a great way to secure payments and ensure a smoother booking process. Here's how you can set this up in a few simple steps.

Here's how to check if your Stripe account is already connected to your Upvio account

1. Go to Settings

2. Under Integrations, click on Payments to verify the connected.

Set the Billing and Duration of the service:

1. From the home page, go to Services on the left-hand menu.

2. Select the service you want to configure. For this example, we’ll use Understanding Session.

3. In the service’s edit window, scroll down to the Billing and Duration section.

4. Set the duration (e.g., 60 minutes) and the price (e.g., $100).

5. Select your currency. For this example, choose United States Dollars (USD).

6. Tick the box for "Enable Stripe Payments."

7. Once done, scroll to the bottom and click Save Changes.

Edit the Booking Form:

1. Go to the Forms menu on the left-hand side and open a booking form (e.g., Booking Form).

2. In the Form Editor, ensure the Booking Widget component is added.

Test the Booking Form:

1. Visit the booking form and fill in some sample information.

2. Select the Service you configured earlier. Before clients or patients can complete the booking, they will now be required to make a payment for the appointment.

By following these steps, you’ll streamline your booking process while ensuring upfront payments are collected efficiently!