Send a Reservation Payment Link

Scroll down for the Step-by-Step Guide on how to send a payment link for a Reservation

KEY TERMS & TIPS:

What is a Reservation Payment Link?
It is a link that you can send directly to your customers and they can pay themselves for their reserved order.

The link will take them directly to the checkout page on your booking flow and they simply have to enter their payment and (if necessary) contact details.

How do I create a Reservation Payment Link?
Either on the Box Office payment page when you first create a Reservation or on the Order page once you've saved it.

You just need to choose an expiry and an Online Purchase Flow in order to generate a URL link.

You can also use a specific Purchase Channel if you wish - you just need to make sure this Channel has access to the correct Event, Delivery Method and Payment Method.

What is a Purchase Flow?
A booking flow that you can use to sell tickets on Line-Up. You will need one for your Online Checkout so the customer can use this to pay for their Reservation.

This Purchase Flow must also have a default Channel added to it in order to create a link.

See here for more info about Purchase Flows.

How do I send a Payment Link to a customer?
A booking flow that you can use to sell tickets on Line-Up. You will need one for your Online Checkout so the customer can use this to pay for their Reservation.

There are three options:

1. You can copy and paste the link that is generated on the Order page and send it to the customer directly.
2. Automatically send with a Reservation Delivery Method when creating the Reservation. Add Payment Link Merge Tags to your Email Templates so that the customer can click the link when they receive the emails that are attached to your Delivery Method. See here for more info about Delivery Methods
3. Use the Email Order button on the Order page to send manually with the correct Email Template/Delivery Method.

For full instructions, see step 3 in our Step-by-Step Guide below.

What Merge Tags can I use in my emails for Payment Links?
You can use the following that will ensure that the link is included in the customer's email:

{{ TRANSACTION.PAYMENT_LINK }}

If the Reservation has an expiry date and time, then you can include the following if statement so that the customer knows when they have to pay by:

{% if TRANSACTION.EXPIRES_AT %}

{{ TRANSACTION.EXPIRES_AT.strftime('%a %d %b %Y %H:%M') }}

{% endif %}

For more info about Merge Tags, see here.

STEP-BY-STEP GUIDE:

1. Create a Link when Saving a Reservation

a) Go to the Box Office page, select your Event/performance and follow the normal steps to add items to your basket (for full Box Office instructions, go here)

b) On the Customer page, add the following details - these will then save on the checkout page so the customer won't have to enter them again when they pay:

• First Name
• Last Name
• Email Address
• Phone Number - optional
• Address - optional

c) On the Order Options page, select a Delivery Method if you'd like the customer to receive an email with a Reservation Payment Link. See step 3 for more instructions on sending a Payment Link

NOTE, it may be worth creating a separate Email Template/Delivery Method for this, with its own specific Email Sequence and/or Merge Tags. See Key Terms & Tips above for more info

d) On the Payment page, check Basket details. If you want to make any changes or add more items, click Back to Order Details or Add Products or Vouchers

e) Underneath your basket, click Save As Reservation

f) On the pop-up, set for when you want the Reservation to expire - select either Never or a specific time

g) Create a Payment Link - select Yes and then choose your Purchase Flow the customer will use to complete the transaction

NOTE - the Purchase Flow must be an Online Checkout Purchase Flow and must have a Default Channel added to it. See here for more info

h) Want the customer to pay using a specific Purchase Channel other than the default for the Purchase Flow? Click Advanced Purchase Flow Options and select the Purchase Channel from the dropdown:

NOTE - this Channel must have access to the correct Event, Delivery Method and Payment Method.

i) Click Save Reservation and you will be taken to the Order page

j) Scroll down to the Payment Link section and you will then see the link you can send to your customer

2. Create Payment Link after Reservation has been saved

a) On the Order page, scroll down to the Payment Link section

b) Click Create Payment Link

c) On the pop-up, set for when you want the Reservation to expire - select either Never or a specific time

d) Select the Purchase Flow the customer will use to complete the transaction. NOTE - the Purchase Flow must be connected to your main website booking flow

e) Want the customer to pay using a specific Purchase Channel other than the default for the Purchase Flow? Click Advanced Purchase Flow Options and select Purchase Channel from the dropdown

f) Click Save Payment Link and the URL will appear for you to copy or edit, along with the expiry date and time

3. Send Payment Link

There are three options for sending a Payment Link:

a) Copy Link and send directly - on the Order page, scroll down to the Payment Link section. You will then see the URL link you can send to your customer. Click the Copy Link button the right of the URL and you can paste this into an email directly to your customer

b) Automatically send in a Reservation Email/Delivery Method - create an Email Template/Delivery Method specifically for Reservations, with the relevant Merge Tags (see Key Terms & Tips above), and select this when creating your Reservation, on the Order Options page

This means your customer will automatically receive the email with the Payment Link, according to the Email Sequence attached to the Delivery Method

c) Send from Order page - use the Email Order button and select the correct Reservation Delivery Method and Email Template. This will manually send the email with the Payment Link to the customer

NEXT STEP: Sell tickets using your Box Office Purchase Flow