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. 

Contents:

• Adding Bank Accounts Online
• Enabling Bank Accounts for Memberships and Recurring Fees

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.

Related Articles:

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