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How do I process payments?

Who can use this feature?

Partner_icon.jpg Payment processing is available to Fresha Plus users only

locked_to_icon.jpg Enable online bookings to process payments online and with a Fresha card terminal

To start processing payments, simply follow the steps outlined below or skip to payment options:

  1. Go to your Calendar Screenshot_2020-10-07_at_16.26.03.png and select the appointment you’d like to checkout.

  2. Click Checkout.
  3. Once there, you can add any products, services, tips, or vouchers on top of the original sale.
  4. If the client has a card on file, click Charge card. If they don't, select Pay by link. For all other payment options, click Charge and select the payment method the client would like to use. 

PRO TIP: If the client would like to pay using more than one payment method, you can edit the payment amount by clicking the balance shown under Pay, entering the amount, and selecting the payment method/s they’d like to use. You won’t be able to Complete sale until the full balance has been covered.

NOTE: It's not possible to add an automatic surcharge to your online payments or invoices.  We'd recommend building these surcharge costs into your service and product pricing if you wish to transfer these costs to your clients or creating a surcharge product and add this to the invoice at checkout.


Payment options

The payment options available to you when you get to checkout will vary depending on the type of Fresha account you have. 

Pay by link - Fresha Plus

Once you’re signed up to Fresha Plus and have set up payment processing, you can start processing payments for your services using Pay by link. Our cashless and contactless Pay by link payment option is available to use for both online and offline bookings and is the easiest way to process your payments.

NOTE: Before you can start processing payments, you'll need to add your billing information. Once confirmed, you can set up no-show protection where you'll be given the option to require card details when clients book online. 

If there's a card icon next to the client's profile already, you can click Charge Card. If you don’t already have the client’s card information, you’ll need to use Pay by link. 

  1. Once you get to the checkout, select Pay by link.
  2. Fill in the client details and click Send Now.
  3. A secure payment link will be sent by text message to the client's mobile number.
  4. Once completed, the payment will be processed and you can send an invoice to the client directly. 
  5. Their card details will be added to their client profile and can be used to check out future bookings. 

PRO TIP: If a client has booked over the phone and hasn't previously added card details to their account, you can still use Pay by link. We'll process the payment and payout directly to your account. The client only needs to add their card details once, so future bookings with you will be even easier.


Pay by link with online bookings - Fresha Plus

Once your client has added their card details to their Fresha profile (when setting up their Fresha account, choosing Pay by link, or making an online booking), a card icon will be visible on the bottom right-hand corner of the client's photo or avatar icon on your client list.

Once their appointment has been completed, their card will be visibly available as a payment option at checkout:

  1. When you get to the checkout, select the card linked to the client’s Fresha account.
  2. Apply any necessary changes to the sale, e.g add services, tips, or discounts. 
  3. Once updates have been applied, select Charge Card.       
  4. Payment will be taken from the card attached to the client’s account.
  5. You'll have the option to email or print the invoice for the client as proof of payment. 

NOTE: If you select Charge Card but the value of the appointment is greater than the original booking value, an authorisation code will be sent via text message to the client's registered mobile number. The client will need to read the code to you so you can type it in and authorise payment.

PRO TIP: Authorisation codes are also triggered if the booking is made Offline (by the salon) and the client would like to Pay by link and/or if the appointment is checked out a day in advance or a day later. We recommend checking out appointments as soon as they have been completed for payouts and reporting. 

NOTE: Once you've selected Charge card, DO NOT take a physical card payment again through a card terminal machine as this will result in the client being charged twice.

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