Configuring Bank Accounts Online

This article explains how clients can add their bank details from the My Account page on the booking widget and authorize businesses to use their bank account for membership payments and recurring fees. 

Things to know:

• This feature is controlled by a hidden setting, which can only be activated by the MyTime team. To enable this feature, please contact support@mytime.com. Learn more here
  
• There is a fee associated with processing each ACH payment. These fees are generally lower than credit card processing fees. To enable ACH payments and confirm your specific ACH fee, please contact support@mytime.com.
• This feature is available for accounts using both Stripe and Global Payments as their payment gateway in the US and Australia.

Contents:

• Adding Bank Accounts Online
• Enabling Bank Accounts for Memberships and Recurring Fees
• Checking Out Online With Bank Accounts 

Adding Bank Accounts Online

To add their bank account details, clients should:

1. Navigate to your booking page using the provided booking URL or the "Book" button on your website.
2. Select a Location (if there are multiple locations)
3. Sign in using email and password credentials, Facebook or Apple
4. Click the arrow next to their initials at the top and select My Account 
5. In the left-hand panel, click Payment 
6. Click 'Add Bank Account'
7. The email address of the account holder will be pre-filled by default and cannot be edited. 
8. Enter the name of the account holder. > Click 'Add New bank Account'
9. Follow the steps and enter the information to add the account
10. Click 'OK' on the successful pop-up 
11. The bank account will be displayed 
12. Once completed:
    • The bank account details will be displayed under My Account > Payment.
      
    • The bank account details will also be reflected on the client profile in-store. 

Enabling Bank Accounts for Memberships and Recurring Fees

After a bank account is added online, clients will see the option to use this account for membership payments and recurring charges.  

Checking this box in My Account > Payment updates the client profile in the business account.

Checking Out Online With Bank Accounts

Online checkout using a bank account is available only when purchasing memberships. Depending on how your booking widget is configured, memberships may appear as a standalone item, or clients may need to follow the steps below: 

1. Navigate to your booking widget
2. Select the desired location (if the account has multiple locations) 
3. Select the Memberships tab, then click the "More" hyperlink to view the credits available with the membership 
4. Click on the "Buy" button next to the desired membership 
5. Sign in using the "Sign In" hyperlink, log in using a Facebook or Apple account, or create a new account 
6. The membership is added to the client’s cart, and they are redirected to the Checkout page.
   
7. Review the membership details, including the membership name, billing frequency, start and end dates, price, and any required membership waivers.
8. If the client wants to apply a promotion or gift card, it can be entered in the Apply Gift Card/Promo Code field. The promotion will be applied based on its configured benefits. 
9. In the Payment Information section, choose to pay with a credit card or a bank account. The saved bank account will be displayed, with the option to replace it if needed.
   
10. Click Complete Purchase to finish the checkout.
    

Related Articles:

• Configure Bank Account for ACH Payments
• Configuring Bank Accounts on Client Profiles
• Accepting Bank Accounts via POS