We’ve partnered with Stripe for storage and processing of credit cards within Tourbuzz. Stripe charges 2.9% + $0.30 per transaction; there are no monthly fees, no different rates for AMEX, etc. They have a great online Dashboard and deposit funds quickly into your bank account.
Our Stripe connection is currently in Phase 1 and has limited functionality. Setting up a Stripe connection during Phase 1 will allow you to: Charge your customers and store credit cards.
For help with the Stripe platform itself, please visit Stripe's support site at https://support.stripe.com/
In this article, we will cover:
Connecting your Stripe Account
Step 1: Create or Connect a stripe account
You can create or connect your stripe account by heading to My Account > Account Settings > Stripe Connect.
There you'll want to click the applicable button.
Step 2: Fill in the appropriate information
If you clicked on "Connect to My Stripe Account"
- Log in with your existing Stripe information on the next screen.
If you clicked on "Create New Stripe Account"
-Fill out the Stripe form to create your new account.
Step 3: Collect Credit Card Information on Order Forms
If you are using our Order Forms, you have the option to collect credit card information upon order placement. The credit card will not be automatically charged, but will be saved to your customer's account for future use.
You can make this an optional field or a required field. Or, you can opt out of collecting information upon order, and follow the instructions below.
Adding and Storing Credit Cards
Step 1: Click on Payment Methods for your customer
To do this, click on customers (under the Tourbuzz logo) and click edit on the customer you'd like to add the payment method for. Under Helpful links, you'll want to find the option that says "Payment Methods."
Step 2: Enter your customer's credit card information to safely and securely store in Tourbuzz.
Step 3: Verify that the correct information has been saved, and repeat with any additional credit cards.
You are able to store as many credit cards as you'd like for a particular customer. Tourbuzz will never charge these cards without your permission.
Charging Credit Cards
You can charge a customer's credit card at any time using one of their stored cards.
Step 1: Go to your tour editor, and click on collect payment.
Click edit on your tour and find the option "Collect Payment" at the top under Helpful Links
Step 2: Enter in amount and charge card
On this screen, you are able to select the credit card, enter the amount, and add/edit the description. Once done, click charge.
Please note: any information you enter in the description box will be included in the email receipt sent to the customer.
Step 3: Confirm Charges
Your charge will now show up at the bottom of the screen under recent charges. Here you can confirm any and all information, as well as see the status of the charge.
For more information, watch our videos on how to connect your Stripe Account and on Collecting Payments