How to set up the Credit Card payment option?

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This article will walk you through the process of setting up the сredit card payment option. 

Step 1: Click on the gear icon, then select Payment Options in Property Configuration section.

To make the payment method available for direct reservations, check the box "Direct / Dashboard Reservations". To make the payment method available for guests on the booking page, check the box "MyBookings Booking engine".

Step 2:  Add a credit card.

1) Select the Credit Card Tab.

2) Click on "+Add Credit Card to proceed to next screen.

Step 3: Adding a New Credit Card.

1) Select the Card Type you need to add.

2) Select if the new credit card will be accepted on either Direct/Dashboard Reservations an/or Booking Engine Reservations.

3) Click on Save to ensure that the information is saved properly.

Step 4: Verification.

Once you have clicked SAVE in the previous step, it will bring you to this screen.

To edit - click on the [pencil] icon next to the credit card name

To delete - click on the [x] icon next to the credit card name

You can also enable the option - 'Suggest to store credit card information when adding payment'.

When Credit Card payment is being added to a reservation, our system will automatically show the fields to enter Credit Card data.

Leave this unchecked if you prefer not to store credit card data.

This is an add on feature, if you'd like to activate, please contact our support team at support@cloudbeds.com for more details.

Step 5 (optional): Connect the Payment Gateway.

This feature will connect your payment gateway to allow myfrontdesk to authorize credit cards and transfer the funds to your bank account. 

Detailed information about this option can be found in this article:

Payment Processing Setup

Step 6: Billing address requirements.

If you would like to capture the billing address for each credit card you can use the special check box.  

When you make the field required the system will automatically check the box to display that field.

Have more questions? Submit a Ticket

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