Horse Monkey Premium and Professional packages provide multiple routes to manage bookings and payments.
This article explains how the Request Authorisation option works and how these can help you take bookings and obtain payment quickly and easily.
Defer Payment options:
At checkout, selecting Defer Payment gives you 2 options for Premium package and 3 options for Professional package, which one you use will depend on whether you have the client in front of you or not.
Request Authorisation - when the client is NOT in front of you.
Authorise Payments - when the client IS face to face in front of you.
Outstanding (Professional only) - checkout and sort the payment at a later point.
For details on Authorise options click the button below:
For details on Outstanding options click the button below:
Option 1:
Request Authorisation option - when the client is NOT in front of you.
What is this and when is it used?
Used when the client is not in front of you
Actioning this link authorises the card - it does not take payment at this point
Until the authorisation is granted, the booking will have the status of Pending Payment (Stripe)
Until the payment link is actioned the link will remain in the Active Payment Links:
Once the authorisation is granted, the booking will be confirmed with the status Pending Payment Authorised card
See the article below for more details on when payment links can be used in relation to the status of the event and the individual classes:
What is this useful for?
As the card is authorised the booking is still open (a bit like opening a tab at a bar!)
Amendments can be made easily to the booking
The running total will be adjusted and when the account is charged, only the outstanding amount will be taken
How do I send a link?
Select Defer Payment > Request authorisation:
Slide the button to green if you want the payments to be automatically processed at the end of the event (see later notes for more on this process)
A pop up box will ask you to check/enter the email address for the payment link to be sent to:
It will pre-populate with the Horse Monkey account email
This can be over-keyed if a 3rd party is authorising the payment
What is the Security Code?
Once you click Send, a security code will be generated:
The purpose of this code is to secure the payment
This needs to be provided to the person completing the authorisation
If the person receiving the link is also the Horse Monkey Account Manager they can access and action via the Pending links section of their account
They simply log in and select Authorise Now
As an Organiser, where can I view the Payment link and the Security
Code?
All links waiting to be actioned can be viewed in Active Payment Links
The status of each active link is shown in this listing
Clicking the 3 dots alongside a booking will give you the options to:
Edit Booking
Show QR code
Delete
How do I know a link has been actioned?
Authorised bookings appear in the Bookings section and show as Pending Payment Authorised card
When are payments taken?
The Pending payments can be actioned and changed to PAID by organisers at any point
There are several ways to do this:
If Auto Charge is activated the payments will be taken at the end of the event
All successful payments will change to a status of PAID Stripe
Failed payments will remain as Pending so you can follow up
From the booking line 3 dots menu, you can select:
Charge Now (Premium accounts)
Use the authorised card to complete the transaction
Balance Event Now (Professional accounts)
Choose to use the authorised card to complete the transaction or
Input new card details
Both of the above options can also be accessed from the Event Summary:
Pay Now (Premium accounts)
Balance Event Now (Professional accounts)
You can also select Generate Payment Link - this generates a new Pay Now link which you can email and action in the same way as other links
For more information on balancing pending and outstanding bookings and accounts refer to this article: