Customer portal - using payment methods

Introduction

reserVie provides a customer portal to allow customers to access their account and to add payment methods (credit/debit cards) for offline sales.

The customer portal additionally allows customers to: view passes purchased, events booked, manage their account. For further information on these features, please refer to the ‘Customer portal overview’ section.

Accessing the customer portal

For a customer to access their account and to register a payment method, the must first log in to your account’s customer portal via your reserVie unique address (RUA). The RUA takes the following form:

https://<unique-identifier>.reservie.net

Example if your company is called ‘Yoga with Bob’, you might have set your unique identifier during initial sign up as yoga-with-bob and so you reserVie unique address will be https://yoga-with-bob.reservie.net

To find your reserVie unique address, please access company -> settings from your administration control panel.This is described as the ‘Checkout URL’ or the ‘reserVie unique address’ depending upon the version of software. For example:

Upon your client accessing your RUA, they will be asked to log in via a username and password. These may have been automatically generated by the system.

If the customer does not know what their password is, they should like the ‘forgotten your password?’ link where they will be prompted to reset the password.

Once they have logged in, they will be initially presented with their dashboard from here they can navigate to the Payment methods section

Adding Payment methods

Once the customer has logged into their account via your RUA, they can register their credit / debit cards for subsequent payment process.

Important: No payment in taken at the point of registration and so the card is dormant on the account until the administrator requests reserVie to process a payment.

To register a credit / debit card the client should take the following steps:

1) Access the payments method section of the portal

To access the ‘payment methods’ section of the customer portal, the customer must first click the ‘Payment methods’ menu item from the left-hand menu:

Step 2: Add card

Upon navigating to the ‘Payment methods’ section, the customer will be presented with existing registered cards. If they wish to remove the specific card, they may do so by clicking the ‘delete’ button.

To add a credit or debit card, the customer should click the ‘Add Card’ button in the top-right corner and a complete the form:

The customer will need to complete all credit / debit card details and click the associated mandate to grant authorisation for payments to be processed offline.

This information is then saved and securely sent to your stripe account for storage.