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Group Level Payment - Staylist Pro
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Written by Zoe Liphard
Updated over 9 months ago

Within this document, you will find the process of making a payment on a group folio level.

  1. Accessing Group Reservations: After creating a group, navigate to the folio to view all associated reservations.

  2. Navigate to Transactions: Click on the Transactions tab located on the left-hand side of the interface.

  3. Managing Transactions: Within the Transactions tab, you can perform various actions, including making a transaction, refunding a transaction, or converting to reservations.

  4. Initiate a Payment: Click on the "+ Payment" icon to start a payment transaction.

  5. Enter Payment Details:

    • Amount: Specify the amount to charge the guest for the group payment.

    • Select Contact: Choose the contact or guest responsible for the payment.

    • Choose Payment Method: Select the preferred payment method for the transaction.

  6. Process Payment: Click "Process Payment" to complete the payment transaction.

  7. Allocate Funds to Individual Reservations:

    • If you wish to distribute the payment among individual reservations within the group:

    • Return to the Transactions tab.

    • Click on "Convert to Reservations."

    • This allows you to break down the group payment and assign specific amounts to particular reservations within the group.

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