TimelyPay is Timely’s very own payment solution, enabling you to create a seamless online and in-store payment experience for your clients. In this guide, we will introduce you to TimelyPay’s top features that are designed to save you time and protect your revenue!
If you’d like to find out how to get started click here: Getting Started with TimelyPay
TimelyPay terminals
Our new terminals work hand in hand with TimelyPay to give you everything you need to get paid and control your cash flow, all in one platform. Say goodbye to painful end-of-day cash-ups and hello to a single payment solution, covered by simple rates for in-salon and online payments.
Sounds awesome? It is! Timely Pay Terminals now mean you can have one easy, error-free checkout with no need to manually enter the amount to pay in the system. No more mistakes or mistyped payment amounts. Charge your clients right the first time, every time.
Read more about our terminals in our Introduction to TimelyPay Terminals guide!
Deposits
Deposits are a great way that you can get real commitment from your client and ensure that you are paid for your time. In addition to requesting full payments for online bookings, a partial deposit can also be requested.
There are two different ways to calculate deposits:
Percentage based
This option will calculate a percentage of the appointment total at the time of booking.
E.g. If 10% deposit is required and the total cost of the appointment is $80, then the customer will need to pay $8 to complete the online booking.
Fixed amount
Customers pay the same deposit amount regardless of how much the total cost of the appointment is.
E.g., If $25 is specified then the a deposit amount of $25 will always be requested, unless the service is less than $25.
Custom Deposits
You can also set custom amounts per service under the Online Payments section of the service setup. We recommend full payment or a higher percentage deposit for larger and/or more expensive services.
E.g., if the service is valued at $100 then set the deposit amount for this specific service to Require full payment and keep your general deposit rules set to 50% for all other services.
You can request deposits for appointments booked from the calendar or set up online deposits
Online Gift Vouchers
Clients love buying gift vouchers online as gift vouchers are a great last-minute present that always delights! Gift vouchers are also great for business as they often introduce you to new clients, increase your revenue and improve your cash flow. Win-win!
There are two types of vouchers available online, to be sold either through your mini website or by adding a button to your own website. Both types allow for a personalised message and can be emailed to the recipient:
- Fixed amount gift vouchers: Think of these as a template voucher for a specified amount that you wish to sell to your clients.
- Custom amount gift vouchers: These gift vouchers have their value set at the point of sale. These are great for client's who want to purchase vouchers for specific amounts
Once your clients have successfully purchased a gift voucher online, an email will automatically be sent to the account owner and the customer with their voucher for them to print at home.
Find out more about selling gift vouchers online in our help guide: How to sell your gift vouchers online
Card Capture
The easiest way to make sure that clients save their card for cardless checkout and the cancellation fees, is to enable card capture. Turning card capture on will require clients to save their card and agree to your cancellation policy before they 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.
To activate the Card Capture setting, go to Setup > Online Payments then click the box that says 'Activate card capture'.
How card capture works:
- 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.
- 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.
- Logged in clients will be able to use their saved cards online the next time they need to make a payment with you.
- If you have card capture enabled and the client has a future appointment they will not be able to remove their saved card. You can find more on this here.
Card capture options
You can choose whether to allow your clients to bypass the client login or not under the Online Booking section of Timely. If you choose to force them to login and you have card capture enabled they will have to save their card to make a booking.
Here you will see when the card capture is mandatory, optional or not available. If it is not available when clients are making payments online they can still choose to add their card via the "My Cards" section of the Client Login
For more information see our help guide: Card capture
Set this up in Timely: Setup > Online payments
Saving client cards
TimelyPay allows you to save your clients' credit card details securely in your system to use for future payments such as cardless checkout or cancellation fees.
You can find out how to this in our help guide: Saving Credit Card Details In-Store with TimelyPay
Removing saved cards
Your client can remove their saved card from their account under the "My Cards" section of the Client Login, and you can remove your clients cards for them via their profile in the Customer section in your Timely account.
If you have card capture enabled as a part of your online booking policy, clients who have future appointments booked with you won’t be able to remove their saved card from the system. If they wish to delete their card, they must cancel the appointment first or add another card.
If the client tries to cancel within a period when the cancellation fee is supposed to be charged, they won’t be able to remove the card at all!
Cardless Checkout
If your client has saved a card to their account you will have the option of charging that card in the salon when you checkout the sale, in a post-covid world this contactless payment means your client is spending less time in your business and often is likely to spend more when they’re not handing their card or cash over to you
If you are using Cardless Checkout you do not need to use another card payment at all, so if you are using your EFTPOS/Card machine click “Other Payment Types” to register the sale and prevent your client being charged twice
Additional Information: If you need to process a payment when the client is not in the salon, such as a product payment where you would normally send a payment link, you can do this instantly so there is no extra admin for you!
Set this up in Timely: Setup > Online payments
For more information see our help guide: Cardless Checkout
Cancellation Fees
By charging cancellation fees you can protect your business against last-minute cancellations and no shows; you can charge a client's saved card for your cancellation or no-show fee if they don’t give you enough notice.
To get this setup go to “Setup” and then “Online Payments” - you will only be able to use this setting if you are not taking online deposits/payments.
Additional Information: this SMS is taken from your SMS allowance.
Set this up in Timely: Setup > Online payments
For more information see our help guide: Revenue Protection with TimelyPay
Using both deposits and cancellation fees
Note: You can still require a custom deposit amount for certain services whilst having cancellation fees enabled for the rest of services. To do this set up the deposit required under the Online Payments section in that specific service's set up page and choose the "use a different payment policy for this service"<