Setting up a Low Deposit Option in Travelify - Step 1 Manage Deposit Options
In this guide, you will learn how to set up a low deposit option in Travelify
From managing deposit options to selecting amounts and due dates, these steps will help you enable a convenient payment feature for your customers
Go to www.travelify.io
1. Introduction
Before we start if you wish to see subtitles in addition to this voiceover then please ensure "Captions" are enabled on your screen
Let's start by mentioning that a deposit can only be applied to a refundable product and will also only apply if the customer is travelling outside of the minimum period that the full balance is due, for example if they are travelling in 3 weeks, but full balance is due 10 weeks before check in date then they would not be offered a deposit option
2. Click "Deposit Rules"
Access the "Deposit Rules" section.
3. Setting up a Deposit Rule is a two stage process, so first we need to click on Manage Deposit Options
Setting up a Deposit Rule is a two stage process, so first we need to click on Manage Deposit Options to create the deposit type
4. Click "Add"
Click "Add" in this tutorial we are going to show you how to set up a Low Deposit Option
5. Create a recognisable name
Create a recognisable name for the payment option, bear in mind that the customer will see this field
6. Fill in deposit name
Fill in deposit name, always keeping in mind the customer will see this on the website
7. Here you give the customer details of the deposit set up
Here you give the customer the details of the deposit that is set up
8. Start filling in this field, as an example ...
Start filling in this field, as an example "Pay Low Deposit of just..."
9. Click "{AMOUNT}"
We then need to go down to the curly brackets and select AMOUNT, the system will calculate the required deposit
10. Highlight "{AMOUNT}"
Highlight AMOUNT and Copy
11. Click next to "Pay Low Deposit of just "
Click next to Pay Low Deposit of just
12. Paste AMOUNT in this space
Paste AMOUNT in this space
13. {AMOUNT} should now appear
AMOUNT should now appear, ensure there is a space before the curly bracket
14. Adding Instalment amounts
Now, we need to add the Instalment Amounts
15. Continue filling in this field with ...
Continue filling in this field with, "then one more payment of "
16. Go down to curly brackets and select{INSTALLMENTSAMOUNT}"
Go down to curly brackets and select Instalments Amount
17. Highlight "{INSTALLMENTSAMOUNT}" and Copy
Highlight Instalments Amount and Copy
18. Click next to text and Paste
Click next to text and Paste
19. {INSTALLMENTSAMOUNT} should now appear, ensure there is a space before the curly bracket
Instalments Amount should now appear, ensure there is a space before the curly bracket
20. Continue filling in these details
You have already filled in "Pay Low Deposit" and added in AMOUNT, and the INSTALMENTS AMOUNT, now we need to give a Due Date
type something like "with a final balance due"
21. Then select "{DUEDATE}"
Again go down to the curly brackets this time to Due DATE
22. Highlight "{DUEDATE}"
Highlight Due DATE and Copy
23. Click next to text and Paste
Click next to text and Paste
24. Paste {DUEDATE}"
Complete the payment for the low deposit, installments, final balance, and the specified due date.
25. {DUEDATE} should now appear, ensure there is a space before the curly bracket
Due DATE should now appear, ensure there is a space before the curly bracket
26. Here you select the amount of deposit you require
Here you select the amount of deposit you require as a Percentage, as the Percentage box is checked, if this box is unchecked then this amount will be in the currency selected, so be mindful of this
27. Here you can change the currency if you wish
Here you can change the currency if you wish, but it should be set by default to whichever is your default currency
28. Select from dropdown
Select from dropdown
29. Check Instalments box
As we wish to set up Instalment payments check this box
30. Here you decide the minimum number of days prior to departure you require the full balance
Here you decide the minimum number of days prior to departure, that you require the full balance
31. As this is a Low Deposit Option select two here
As this is a Low Deposit option select 2 here
32. Make selection from dropdown
Make selection from dropdown
33. Here you select the Percentage of the Deposit Instalment payments
Here you select the Percentage of the two Deposit Instalment Payments
As we need a 20 percent deposit and have selected a ten percent as the first payment we select ten here, giving us an initial payment on booking of ten percent, another equal payment of ten percent one month later and the remaining balance on the Due Date
34. Select amount
Select Percentage amount
35. Click "Save"
Click Save to add the Deposit Options
36. This will now appear in your list of Deposit Options
This will now appear in your list of Deposit Options
This guide covered the process of configuring a low deposit option in Travelify, including navigating through deposit rules, managing options, selecting amounts, due dates, and saving changes effectively. By following these steps, you can streamline the payment process for your customers.
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