Skip to main content
All CollectionsIntegrationsPayment Modules
Use the Stripe Module to Accept Online Booking & Credit Card Payments
Use the Stripe Module to Accept Online Booking & Credit Card Payments
Updated over a week ago

In this article, you will find more info on how to :

A. Activate your Stripe account in booxi

B. Accept online payments with Stripe

A. Activate Your Stripe Account

booxi supports Stripe which is one of the most trusted online payment processors. In order to start using it with booxi, you will need to create your Stripe account, and activate the Stripe module in booxi. This will enable and show the hidden online payment options.

How to set it up

1. Sign in your booxi account, and click on My Business.

2. Select the Integration Modules section, and scroll down to the Stripe Online Payment.

3. Turn the module on by clicking on the ON/OFF switch – a setup dialog will pop up.

4. In the pop-up displayed, click on “Sign in Stripe”.

5. If you already have a Stripe account, use the Sign in link at the top of the pop up dialog; if you don’t, complete the sign up form underneath to create your new Stripe account or sign up on Stripe to create an account.

6. To link (Sign in) your existing Stripe account, simply provide your Stripe account email and password when asked, and continue with the following steps. You must have an existing Stripe account to continue.

7. The setup dialog will ask you to provide your tax information so booxi can correctly calculate taxes for your customer’s online payment. If you only have one tax, leave the second one blank and put it at 0%. Add also your tax information in your booxi account, in the section My Business, select Business details and scroll to the taxes section.

8. Click on Save and you're done.

B. How to accept online payments with Stripe

Now that you have activated the Stripe module, you can accept online payments for your services by simply adjusting some parameters.

  1. For appointment services

  • You will be able to request a full payment of the service, or a fixed amount (such as a deposit or reservation fee).

  • This payment can be requested during the online booking process, or by email just after the booking is completed, leaving your client more time to pay.

  • You can capture the banking card information of your client once the online booking is completed.

Note : your client will receive a warning at the end of the online booking mentioning that entering the banking information or the online payment is required to complete the booking.

If you selected the option By Email, an email will be sent to the client with the necessary information.

Auto-cancel unpaid booking

If you select the At Online Booking, By Email or the Capture Card Info option during the online booking process, you can decide to automatically cancel the booking if the payment (or the capture of the banking information) is not done within the 15 minutes after the booking request. For this, go to the section My Business and select Booking Rules, scroll down and activate the option “Auto-Cancel Unpaid Booking” (so it becomes blue). Then click on Save to validate your modification.

To adjust the online payment settings of a service

  1. Go to your Services section and select a service for which you would like to request a payment.

  2. From that service profile, click on Service Details. Scroll down to locate the Online Payment settings (these will only be shown if you have activated your online payment processor module).

  3. Select the option you prefer (At Online Booking, By Email, Capture Card Info) or select Disabled (no payment requested).

  4. Set the Required Payment amount, to the full amount of the service, or a fix amount, for example 10% as a deposit.

  5. Click on Save, and you’re done.

  6. Repeat these steps for all services that require online payment.

2. For group reservation services

The main differences with the appointment services are that :

  • The amount requested is per attendee.

  • This payment can be requested at the online booking, or by email just after the online booking is completed, leaving more time to pay.

  • The option Capture Card Info is not available for group sessions.

  • When requesting a payment by email, the auto-cancel unpaid booking will not apply

Important Information :

Remember that if you set a required amount equal to the total service price, booxi will assume that you want to charge the service in full, so if the total to be paid varies when booking (for example multiple attendees), the total amount will be requested. Also, if you book multiple services, you can mix services that require a payment in full, partial, or even no payment, and booxi will calculate the amount in respect of each service settings.

Regarding refunds :

When an appointment is cancelled, by the merchant or the customer, the refund needs to be manually processed in the Stripe platform after confirming the cancellation in booxi.

Your Clients Can Pay Online in Simplicity

When booking online, your client will be informed that a payment is required, just before confirming his booking. Once he has confirmed his booking, he will be requested to pay online using any major credit cards through the secured Stripe online payment system, within the booxi booking process.

  • If the payment is successfully completed, the client will receive an appointment confirmation email from booxi, and a payment confirmation email from Stripe.

  • If the option of automatic cancellation after 15 minutes is activated and the payment fails, the reservation will be automatically canceled after 15 minutes. You and the customer will be informed of this.

  • If the option of automatic cancellation after 15 minutes is not activated and the payment fails, a reminder payment is sent to your client.

  • Same rules apply if the option Capture Card Info option is activated.

  • Since communication is important here, the client must provide an email address at booking when a payment is required.

You Can Easily Track Who Paid Online

As clients book and complete their online required payments, you can see who paid online and track what is left to be paid. As long as you always initiate in person payment from booxi, or take online payment using Stripe.

  • Each group reservation will inform you of the current payment status and the associated balance to be paid.

  • Each appointment will indicate if a payment has been requested and completed.

Color status quickly inform you of what to expect in terms of payment.

  • Blue : when a payment has been requested and you await this payment from the client.

  • Yellow : when a balance is left and you need to request that payment.

  • Green : when everything is paid.

booxi currently only tracks online payment information, so you need to continue tracking payment the way you use to, while taking advantage of accepting online payment (see below).

Capture Payment in Person or Over the Phone

For any group reservation or appointment, you can process an online payment, or capture that a manual payment was completed. This way you can track all your reservations and appointments payment status.

To capture payment information :

For an appointment :

  1. Right click on an appointment select “Take a Payment” to open the payment dialog.

  2. Or open an appointment and select the top menu and option Take a Payment.

  3. You may also set a required amount for a new appointment before saving it the first time. The payment pop up will automatically open.

For a group reservation :

  1. Open a group reservation and select the top menu and option Take a Payment.

  2. You may also set a required amount for a new group reservation before saving it the first time. The payment pop up will automatically open.

To capture an online payment for your client (via Stripe), using his credit card information, follow these steps:

  1. Set the payment method to Stripe Online.

  2. Set the required amount.

  3. Click on Confirm.

  4. The Stripe payment system will appear. You can complete the payment providing the client email and credit card information.

  5. The payment status will change for Paid.

To send a payment request email to your client, follow these steps:

  1. Set the payment method to Email.

  2. Set the required amount.

  3. Click on Confirm.

  4. The payment status will change to Requested.

To register a manual payment cash or using a payment processor terminal, follow these steps:

  1. Set the payment method to Other.

  2. Set the required amount.

  3. Click on Confirm.

  4. The payment status will change for Paid.

You can also capture the banking information of your client by selecting the option Capture Card Info.

For each appointment and reservation, you can expand the payment status to review the details of each payment completed (using Stripe, or manual). For this, click on the booking information.

You Have a Complete Access to Your Transactions and Can Do Refund

From your Stripe dashboard, you can easily find a payment transaction, do a refund to a specific customer, and create simple transaction reports.

This means you can use booxi to accept online payment when clients book online; while you continue to track who paid the way you used to, and consolidate all your payments by adding the online payment report provided by Stripe.

Did this answer your question?