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Smart CRM User Guide
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Collect payments for bookings

On this page

Yes — you can require payment at the time of booking, using Netcash or PayFast. It is opt-in: nothing changes until you switch it on.

How to turn it on

  1. Connect a gateway first — Settings → Integrations → Netcash or PayFast.
  2. Go to Bookings → Settings → Booking Page and turn on "Accept payments for bookings", then pick the gateway. Only gateways you've already connected appear in the list.
  3. Go to the Services tab, open a service, switch on payment required, and set the price (in Rand). You can charge the full price or a deposit.

What the customer experiences

  • On your public booking page they pick the service, date and time, enter their details, then are taken to the Netcash/PayFast checkout to pay.
  • The booking is held as pending until payment succeeds. Once the gateway confirms payment, the booking is automatically confirmed and the confirmation email + calendar invite go out.
  • If they don't pay, the booking stays pending and the slot is released after 30 minutes so it isn't blocked forever.
  • Free services are unaffected — they confirm immediately, with no checkout.

Good to know

  • Every paid booking creates a proper invoice, so the customer gets a receipt and it shows in your invoice list.
  • The gateway checks the amount paid matches the invoice before confirming.
  • If you turn "Accept payments" back off on the booking page, services that were paid will start confirming for free again — leave it on while you're charging.
  • Deposit mode collects the deposit at booking; the remaining balance is handled separately (not auto-invoiced yet).