Timely’s built-in payment solution, TimelyPay, lets you take payments online and in person, so it’s easy for clients to pay you securely. With a quick set up it helps reduce no-shows by letting you take deposits and charge cancellation fees. You can also sell gift vouchers and manage your payments in one place. There are no hidden costs, just pay the standard processing fees, and once a payment is settled, the money is paid into your bank account the next business day. That means no waiting around for payments to clear.
In this article you will learn about cardless checkout on TimelyPay, and how to use this with your clients. For more information on this feature, see our help guide Introduction to TimelyPay.
Timely tip: you can encourage clients to save their card with you by enabling card capture. Card capture will require clients to save their card into Timely when they book or pay with you online, this has been proven to increase the number of bookings you'll receive online; as well as helping you protect your business by mitigating no shows.
Using cardless checkout with TimelyPay
How to encourage clients to save their card
The easiest way to make sure that clients save their card for cardless checkout, is to enable card capture. To activate the Card Capture setting, go to setup > online then click the box that says activate card capture.
Turning this feature on will require clients to save their card and agree to your cancellation policy before their can make a booking or payment online with your business. They will need to save their card in online booking even if no deposit is being paid. You can alternatively ask clients to save their card by logging into your system and adding one to my cards. You can direct clients to login using your client login links.
How card capture works for clients
During Online Booking or when making a payment online, your client will be prompted to log in using their mobile number. This is how we confirm their identity. You can now force client login under the Online Booking settings. Logged in clients will be able to use their saved cards online the next time they need to make a payment with you.
The client will be required to enter their card details and click a box named 'Save card for future payments'. This will save the client's card to Timely, and capture the client's consent to charge their card for future payments. The client will need to enter their card to make a booking, even if you don't require any deposit to be taken. If no deposit is required, the card will not be charged.
How to capture cards from offline bookings
You can save cards via the client file for all offline bookings, see our help guide, How to save card details in-store with TimelyPay for guidance on how to do this.
How to charge saved cards for no-show/cancellation fees
You can now charge saved cards for no-show/cancellation fees as long as you are NOT taking deposits. To prevent over-charging you can only take deposits upfront OR charge cancellation fees. See our help guide, TimelyPay: Cancellation Fees for more information.
What happens if a saved card does not have sufficient balance?
We will prompt the staff member to send an online payment link to the client or select another payment method instead if the payment fails.
Can I use Cardless Checkout on the iOS app?
Yes you can now use cardless checkout on the iOS app. For more information see our help guide How to raise a sale for an appointment (iOS).
Why has my money not been processed?
A common support question we get is Timely customers (that's you) mistakenly selecting credit card, instead of saved card at checkout. This appears as though the money has been processed, but it has not, and usually this isn't noticed until later. In most cases this is because of a refund that needs to be issued and when we check it on our end, no money has been deducted.