How Can I Secure Card Information and Payments with the Event Portal?

On the financials tab you can add payments and assign payment due dates for your guests  — locking in payments faster than ever!

Add Payments

You will want to start by adding in all payments needed for your event – including deposits, cancellations or final balance. We recommend making deposit amounts visible right from the start, so your customer knows what is needed to secure their event!

Note: You can then leave payments hidden from the event portal until it is time to request them. 

Payment Due Dates

Assign payment due dates, so your guest can see exactly when they need to make their payments. Now, you can use the Past Due Payments link on your company snapshot to ensure no payment is missed!

Gather Tip: Create a  task for the booking owner to check up on payments a day or two before the due date. This way they can send out follow up if necessary!

Payment Integration

Do you have payment integration set up? Great! Now you can request for your guest to put a card on file or even make a payment directly from the Event Portal, allowing your guest to secure the event on their time.