You might have a customer call to make a booking on a date/time you have set to require card capture or a booking payment; however, you wish to override this so the customer can have a confirmed booking without submitting these details.
There are two different ways you can override a card or payment request on a phone booking.
1. At the time of making and confirming the booking.
When booking in the customer and confirming the booking, when the yellow pop-up box appears to confirm that the customer has been advised of the payment requirement, you can select the 'manager override button'. See the example image below.
Once clicked, you will be prompted to add in a manager's username/password to confirm the override.
When the manager's login is successful, the booking will then be confirmed, and the customer will not be sent the payment link email. In the IBP, you will see a note is recorded to advise that the payment was overridden by a manager.
2. After the booking is made and the card/payment is outstanding
On an existing booking that still has a pending and outstanding card or payment request, you can cancel this by confirming with a manager override. This will cancel the workflow, which will confirm the booking in the diary and void the link in the card/payment email.
In the booking, locate the 'cancel' button in the payment status box.
After clicking the 'cancel' button, a pop-up box will appear, which will request a 'manager's username and password to approve and override this.
*We currently integrate with the following payment providers to securely process and manage the payment process; Stripe and takepayments. Please be aware that the payment provider will charge you a transaction service fee on all payments processed.