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Guide: Reservation Payment Links

Follow the steps below to create and send a Reservation Payment Link

Save as Reservation

  1. Go to the Box Office page, select your Event/Performance and follow the normal steps to add items to your basket

  2. On the Customer page, add the following details - these will then save on the checkout page so the Customer won't have to enter them again when they pay:

    1. First Name

    2. Last Name

    3. Email Address

    4. Phone Number - optional

    5. Address - optional

  3. On the Order Options page, select a Delivery Method if you'd like the Customer to receive an Email with a Reservation Payment Link

    NOTE - it may be worth creating a separate Email Template and Delivery Method for this, with its own specific Email Sequence and/or Merge Tags (see Automatically Send in a Reservation Email below).

  4. On the Payment page, check the Basket details. If you want to make any changes or add more items, click:

    1. Back to Transaction Details to change Transaction or Customer information

    2. The Event Title or Performance Date/Time to add more Tickets

    3. Add Products or Vouchers, which will take you to the Products page

  5. Underneath your basket, click Save As Reservation


Create the Payment Link

When Saving a Reservation

  1. On the pop-up, set when you want the Reservation to expire - select either Never or a specific time

  2. Choose the Purchase Flow that the Customer will use to complete the Transaction

    NOTE - you must select the Purchase Flow that is connected to your Website. If you just have one booking flow URL, you will likely only need one Online Checkout Purchase Flow.

  3. Optionally, if you would like to use a separate Channel for your Payment Link (e.g. if you want to avoid any Basket Validation Rules applying, or you want to report on Payment Links separately from the Website Channel), expand the Advanced Purchase Flow Options dropdown and select a Purchase Channel

    NOTE - this Channel must have access to the correct Event, Delivery Method & Payment Method.

  4. Click Save Reservation. If a Reservation Delivery Method was selected with an Email Template that has a Payment Link Merge Tag, the Customer will automatically receive the Payment Link when this button is clicked

  5. To send it manually, copy and paste the link from the Payment Link section at the bottom of the Transaction's Summary tab, underneath the basket


Existing Reservations

  1. Open the Reservation Transaction. On the Summary tab, scroll to the Payment Link section at the bottom, underneath the basket

  2. Click Create Payment Link

  3. Follow steps 1-4 of When Saving a Reservation above - set the expiry, choose the Purchase Flow, optionally select a Purchase Channel, then click Save Reservation


Send Payment Links

There are three options for sending a Payment Link:

Copy Link to Send Outside of Line-Up

  1. Open the Reservation Transaction and scroll to the Payment Link section at the bottom of the Summary tab

  2. Click the Copy Link button to the right of the URL, and you can paste this into an email directly to your Customer


Automatically Send in a Reservation Email/Delivery Method

  1. Create an Email Template with the {{ TRANSACTION.PAYMENT_LINK }} Merge Tag

  2. Create a Delivery Method specifically for Reservations and add the above Email Template. You may want to add Payment Reminder Emails to the Email Sequence

  3. Select this Delivery Method when creating your Reservation, on the Order Options page

    This means your Customer will automatically receive the Email with the Payment Link, according to the Email Sequence attached to the Delivery Method.


Send from the Transaction

  1. Open the Reservation Transaction and click the Email shortcut button

  2. On the Resend Email window, select the Reservation Email Template that contains the Payment Link Merge Tag and click Send. This manually sends the Email with the Payment Link to the Customer

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