This guide starts at the point of confirming a payment to give you a detailed description of the options available.

We have 3 options to pay and confirm the booking:

If you click Pay now, the system will show the following options:

Use this option to process card payments

The booking is confirmed but it is free of charge for the client account.

Gives you the option to record a third party payment process and allows you to add notes to this payment record. * Please note that the payments for these transactions are handled outside of our platform.

The options available are:

If you click here, the system will give you these options:

You request an authorisation from your client creating an authorisation link that requires them to authorise for the booking to be confirmed. Once confirmed the booking will be automatically updated on times and results and will allow additions and amends.

You request an authorisation from your client at your show office, this option allows you to enter the card details on your screen or ask your client to enter the details directly for you. Once confirmed the booking will be automatically updated on times and results and will allow additions and amends.

This option allows the show office to process a booking without requiring authorisation. These bookings are confirmed immediately by you. The default payment method for these bookings is cash. Once confirmed the booking will be automatically updated on times and results and will allow additions and amends.

On the booking list and the booking itself, these outstanding bookings will give you the option to “Balance now”

You can balance your clients accounts from the event summary or from a single booking. When you click this button, our platform will calculate the outstanding amount and prepare the system to process the payment.

In the example below the outstanding balance is of £37.50

* NOTE: once this step is taken and summary or booking has been balanced with a payment only refunds are applicable.

Prize money is allocated to the client account booking or summary in the form or a credit note. Once awarded credit notes can be applied to a client account booking or summary to balance the outstanding total (so that the funds can be used against the outstanding balance)

Once the results of a competition (class) have been reviewed and verified, prize money can be allocated through the “Prize allocation” button.

And you have the option to individually transfer prize money using the option”Transfer to credit” on the individual line or to transfer in bulk by selecting the “Transfer all to credit” option found below.

Resetting or deleting allocated Prize money

Provided a client account has not been balanced using a Prize money credit, you will be able to undo the Prize allocation. To do so, use “Delete credit transferred” or “Reset prize money allocation”

When a client account has available credits they will show on the Account summary section. Click to access and select the credits you want to allocate.

Once the credits are selected and applied, the Account Summary will be updated accordingly.

Applied credits can be reviewed and removed if necessary. However, credits can only be removed if the booking has not been balanced. Credits removed become available for future use.

A credit can only be removed if the booking is not balanced yet or if it has been 100% balanced with a credit payment. The credit will be reinstated back to the client account for future use.

Credits cannot be removed once a booking has been balanced with another method of payment.

Credits that cannot be removed are listed with a “More info” button which will remind you why this credit cannot be removed.

In this example, the outstanding payment is of £124.00 (Total of 124.00 paid and 10 paid with credits).

The system will show the booking history detail like this:

Your client accounts list 2 types of clients -

To access their booking history you simply need to click on “View events history” which will list the events they have processed bookings for, their balance as well as the credits they have available.

This event summary includes all the details of all the event transactions. It includes methods of payments, credits, a breakdown of fees and the VAT of the bookings fees you can claim back.

* Only bookings paid 100% through Stripe will refund directly to the client through the method of payment used.

Note: Based on the feedback provided by our clients, we needed to make the funds available to rebook or reuse this is why refunds create a credit note so that the funds can be immediately applied to another booking.

Using as an example a booking paid with a combination of Credit and STRIPE = refunds create a credit to the client account.

A partial refund is applied which affects 5 areas

To review this in more detail below there is a closer look at these sections

You can update credits you have paid out in situ and add a note by selecting the action dots on each individual credit used.