How to request Payment Cards for Reservations (Card Holds)
If you would like your guests to provide payment card details in order to secure a booking (card hold) under certain criteria, follow the steps below:
Please Note: you must have an integrated Stripe account to enable this function.
- 1
- Click on the TablePath logo in the top left.
- 2
- Click on Configure at the bottom left hand side of the page.
PLEASE NOTE: if you're unable to see the 'Configure' link, please see the following: https://help.tablepath.com/article/320-configure-link-missing
- 3
- Click on Card Hold Settings.
Quick Link: To go directly to the 'Card Hold Settings' page, please click here:
https://manage.tablepath.com/admin/configure/card-hold-settings
- 4
- Click on '+ Add New Card Hold Setting'.
- 5
- You will be presented with a pop-up window. Select the 'Room(s)' and 'Shifts(s)' that this card hold will apply to.
- 6
-
You may optionally select the 'Start Date / Time' and 'End Date / Time' for the card hold. Similarly you can optionally select the guest count criteria and whether this will apply to Residents and Non-Residents.
Finally, select the days of the week and click 'Add New Card Hold Setting'.
- 7
-
The card hold criteria are summarised on the list page. You may add further criteria by repeating this process. The criteria will be evaluated sequentially until one is matched.
To edit the card hold, click on the 'Edit' button (pencil icon).
To remove the card hold, click on the 'Delete' button.
