Taking payments

This page walks the whole journey: how a customer pays by transfer and confirms it, and how you review and approve it.

The customer flow

1. Choose Bank Transfer. At checkout the customer picks Bank Transfer as the payment method.
2. Booking is created — pending. The booking completes immediately with a pending payment status. There’s no card popup and no waiting; they get your bank details and instructions on the finish screen.
3. They make the transfer from their own bank.
4. They confirm it. The customer records the transfer through any of three places:
   • the finish screen straight after booking,
   • their customer panel — an “I transferred” button (with the Customer Panel add-on),
   • or an email link to your confirmation page.

When confirming, the customer enters a reference number and, optionally, the transfer date and a note — so you can match it to the money landing in your account.

The admin review

Every confirmation lands in a dedicated Bank Transfers screen in the Booknetic admin. Each row shows the appointment, the customer, the amount, the reference and the submitted date.

Open one to see the full details, then act:

• Approve — marks the booking paid in one click.
• Reject — with a note explaining why; the customer can then resubmit a corrected confirmation.

That’s the whole loop: pending on booking → customer confirms → you approve → paid.

What the customer sees after confirming

• Pending review while you haven’t acted yet.
• Resubmit if you rejected it (with your note shown).
• Once approved (or otherwise paid), the confirmation prompt disappears.

Next

• Automate the emails around this and control who can approve: Automation & FAQ.