Introduction
WordPress Booking with Payment using a plugin (Bookly Pro) is a great way to streamline your business operations and make it easier for customers to book appointments and services. With Bookly Pro, you can easily create a booking system for your business that allows customers to book appointments and services online, pay for them securely, and manage their bookings. Bookly Pro also offers a range of features to help you manage your business more efficiently, such as automated notifications, customer reviews, and more. With Bookly Pro, you can easily create a booking system that is tailored to your business needs and make it easier for customers to book appointments and services.
How to Set Up WordPress Booking with Payment Using Bookly Pro Plugin
Are you looking for an easy way to set up WordPress booking with payment? Bookly Pro is a great plugin that can help you do just that. With Bookly Pro, you can easily create a booking system for your WordPress website that allows customers to book appointments and pay for them online. In this article, we’ll show you how to set up WordPress booking with payment using Bookly Pro.
Step 1: Install and Activate the Bookly Pro Plugin
The first step is to install and activate the Bookly Pro plugin. You can do this by going to the Plugins page in your WordPress dashboard and searching for “Bookly Pro”. Once you’ve found the plugin, click “Install Now” and then “Activate”. Once the plugin is activated, you’ll be ready to start setting up your booking system.
Step 2: Configure the Bookly Pro Settings
Once the plugin is installed and activated, you’ll need to configure the settings. To do this, go to Bookly Pro > Settings in your WordPress dashboard. Here, you can configure the general settings, payment settings, and other options. Make sure to save your changes when you’re done.
Step 3: Create Your Booking Forms
Next, you’ll need to create your booking forms. To do this, go to Bookly Pro > Forms in your WordPress dashboard. Here, you can create your forms and add fields for customers to fill out. You can also add payment options so customers can pay for their appointments online.
Step 4: Add the Booking Form to Your Website
Once you’ve created your booking forms, you’ll need to add them to your website. To do this, go to Bookly Pro > Forms in your WordPress dashboard and click “Add to Website”. This will generate a shortcode that you can copy and paste into any page or post on your website. This will add the booking form to your website so customers can start booking appointments.
Step 5: Test Your Booking System
Once you’ve added the booking form to your website, it’s time to test it out. Try booking an appointment and paying for it online to make sure everything is working correctly. If you encounter any issues, you can go back and adjust the settings or contact the Bookly Pro support team for help.
Conclusion
Setting up WordPress booking with payment using Bookly Pro is a great way to make it easy for customers to book appointments and pay for them online. With just a few steps, you can have a fully functional booking system up and running on your website. We hope this article has helped you learn how to set up WordPress booking with payment using Bookly Pro.
WordPress Booking with Payment using a plugin (Bookly Pro)
If you have not automated your
Booking reservation system yet, chances are you are wasting significant time in
making phone calls or answering emails or keeping a front-desk person to manage
all of your stuff manually.
That means you are walking on the
eggs all the time not to miss any phone call or email!
That situation leads to
interrupted workflow, more stress and frustration and ends up in less
productivity.
Therefore, to avoid any of such
situations streamlining your booking system is the need of the hour.
An appropriate booking system will not only automate your booking system but also provide a robust booking experience to your customers by providing an easy-to-access system where they could find out when they can get an appointment without any hassle.
Why do you need a robust WordPress Booking with payment options?
People look around for the most
convenient way to get booking or appointments online. They love to reach out
those websites which are easily accessible with either mobile phones or with a Laptop.
What wonders can a WordPress
booking plugin do for you? Here is a brief synopsis
- Customers get informed about their scheduled appointments through an email notification.
- Nobody feels comfortable to leave their credit card information on any site, therefore, integrating multiple payment gateways like PayPal, Stripe and many others can ease the way of booking for your customers
- A booking plugin may attract visitors by utilising gift and voucher marketing techniques.
- Visitors can translate the language into their native language to book their appointments. Moreover, you can set a currency option as well for payment according to customer’s preferences.
- You can quickly view the payment status of different customers. The customers can also avail free service facility if enabled by you. And you can set how much advance payment should be made initially to confirm the appointment.
How to automate WordPress booking and payment with Bookly pro
Bookly Pro is the most recommended booking plugin that seamlessly integrates WordPress booking system with multiple payment gateways. Bookly is trusted by 25,000+ business all around the world for its robust booking system and simple integration with online payment gateways.
Customers need to pay some
initial amount for securing their appointment online as a part of the booking
procedure. If you enable the advance payment option, this will quickly get
their payment details and you can save enough time in taking these details
manually.
Moreover, payments can be made at any time of day, and customers can also deposit their payments for any further reservations.
Bookly Pro comes with more than ten
payment gateways integration. And to avail any of these payment gateways you
need to purchase Add-ons specified for each payment gateways.
These payment gateways are as
follows
- PayPal Express Checkout( comes with Bookly Pro plugin)
- PayPal Standard Checkout( Add-on)
- Stripe ( Add-on)
- Authorize.net, incl. Akamai ( add-on)
- Mollie, incl. iDEAL (add-on )
- Payson (add-on)
- PayU Latam ( add-on)
- 2checkout (add-on)
- PayUbiz (add-on)
- WooCommerce
Important Note: All of these payment add-ons requires Bookly pro add-on installation and after installing Bookly pro-add-on, you can further add these payment gateways to receive and manage online payments.
Here is a quick tutorial on how
to receive and Manage online payments in Bookly pro.
You can also set an order for
payment options as per your preferences. For this follow this footstep.
Go to> Bookly menu>Settings>payments. Simply drag and place the payment options up or down in the list to create an order according to your preferences.
How can you integrate PayPal Express Checkout payment gateway with WordPress
You can easily integrate PayPal
Express checkout with WordPress in 3 steps as follows
- Step 1: Log into PayPal account
- Step 2: Go to> profile settings> my selling tools> Click update in API access.
- Step 3: Click Manage API credentials and Copy API Username, API password and signature paste in Settings> payments> PayPal Express checkout.
WooCommerce integration with Bookly Pro plugin
If you own an online store and
looking out ways to integrate it with a booking plugin than Bookly pro do this
task conveniently for you so you could incorporate WooCommerce plugin and use
their payment gateway.
The WooCommerce integration works
just like Bookly
Cart option, and once you activate this integration, Bookly
Cart won’t work anymore.
Integration process
Follow this guide to set up
integration of Bookly and WooCommerce plugin.
Step 1: Install the WooCommerce plugin from the WordPress
repository and activate it.
Step 2: create a random product at a random price. To initiate the
Bookly and WooCommerce plugin integration this step is a must where you need to
create a random product at random price and that doesn’t necessarily need to be
your company’s product because later on this random product will be
automatically replaced by the product which your customer will select in the
cart instead they won’t be able even to see that random product.
Step 3: ensure that Bookly is enabled in the setting menu. For this
Go to >Bookly menu>settings> WooCommerce. Check that if Bookly is
permitted.
Step 4: select the random product which you selected in step 1 in
this setting page.
Step 5: here you can edit the cart item data-title so make sure to
select a generic title that goes well with your services because this generic
title will be visible in the WooCommerce Cart.
Therefore, once you select the WooCommerce option, all other payment options that come with Bookly pro will no longer work and all of the customers will be transferred to WooCommerce Cart instead of Bookly Cart.
Deposit Payment Add-on Bookly pro
Another worth mentioning feature
of Bookly pro is the “Deposit
Payment add-on” which is used by most of the companies to receive payments in
two steps. Where the price in divided into two instalments, one is accepted in
advance at the time of booking while the rest of the price is received offline
when the customer arrives at the spot for their appointment.
Here is a demo of how you can use deposit
payments add-on in your system.
Setup procedure
Step1: install the Deposit payment add-on on your WordPress site.
Step2: set individual deposit amounts for each of your staff members in the deposit column.
Set deposit options for the customers
The customers will be asked for the deposit fee when they proceed to the final steps in the booking process. They can select an option of deposit only o full payment option.
Select the display text when booking
You can also edit the text which
appears in the payment procedure.
Go to> Appearances>payment> click on the text and change the wording according to your choice.
Include amount paid information in the notification
sent to the customer
Complete details on payments
deposited and remaining charges liable to pay can be included in the SMS
notification or email notification sent to the customer.
Or the customers can also
checkout without any paying any deposit, and for this option, you have to
disable the ‘Pay locally’ option in the setting> payment section.
Edit deposit paid or payment received at the
time of visit
Once the Customers are done with
their deposit payment, which they can do either by bank transfer or when they
visit for the appointment, you can edit the payment details in the window.
To edit these payment details
Go to> Appointment in the calendar or Appointment List> open payment icon next to customer’s name> Edit the full payment received.
How to manage new or existing Deposit payments
Any new Deposit payments will
appear in the Appointments and payments lists, respectively.
In the window, the deposit amount
will appear in a round figure. And the payment detail window will show the
status of payments received as ‘amount pain’ or ‘amount due’. Once the customer
clears the payment, the payment option will be marked as complete or fully
paid.
How to set up the currency for Payments
Multiple currency options are
available in Bookly pro, and you
can set the local currency as well. Bookly supports all major currencies and
you can also notify the customer support department if didn’t find your
required currency option in the list.
To enable the currency settings: Go to > settings> payments>
currency.
Bookly pro pricing
Bookly Pro is available at $89 with six-month support and you can upgrade this support for 12 months for $31 only.
While you get any other payment gateways integrations with add-ons.
Summing up
There are plenty of booking
plugins available to manage booking and appointment system. However, it’s challenging to choose one that
fits best with your business needs. Most of the booking plugins that are built
only for appointment and reservations but they do not offer payment gateways integration
and this type of plugins only support those businesses which prefer offline
payments and use booking plugins just for booking purpose.
Therefore, I would highly
recommend Bookly Pro plugin because
of its multitasking ability and seamless integration with multiple payment
gateways. Bookly Pro is a
rich-feature plugin that is packed with excellent functionalities to provide a
next-level user experience to the visitors along with a state-of-the-art
payment gateways integration.