As the merchant of record, you have the ability to process charges and refunds for guests on reservations and store items. To execute a transaction or refund through Boom, you need to be the merchant of record. These actions are not possible on platforms such as Airbnb, which serve as the merchant of record themselves.
Reservations
Charging for Reservations
From the CRM Inbox, choose the appropriate guest ticket and click on it to open the guest chat
Click on the Payment icon
in the chat's side menu to expand itClick on the "Charge" button next to the Accommodation line to process a charge for the reservation.
Add the guest's credit card details if they aren't already on file, then proceed with the charging process.
Refunding Reservations
You have the option to refund either the full amount or a partial amount.
To do so, follow these steps:
From the CRM Inbox, choose the appropriate guest ticket and click on it to open the guest chat
Click on the Payment icon
in the chat's side menu to expand itClick on the "Refund" button next to the charge you want to refund.
Choose the amount you wish to refund and click on "Apply."
Store Items
Charging for Store Items
Guests can independently access the store via the Guest Portal and purchase any item that's available. However, should guests need help with buying store items, here are the steps to follow:
From the CRM Inbox, choose the appropriate guest ticket and click on it to open the guest chat
Click on the store icon
in the chat's side menu to expand itclick on the "⚡️ Quick Charge" button
Select the relevant category from the drop down
Add description
Enter the amount to charge
You can create a service call (task) if needed. For instance, if a purchase relates to cleaning, you can assign a task to the cleaning team for follow-up.
click on "Create Charge Request"
💡 This action can also be carried out from the Reservation Page.
Refunding Store Items
To refund a store item:
From the CRM Inbox, choose the appropriate guest ticket and click on it to open the guest chat
Click on the store icon
in the chat's side menu to expand itYou will find a list of purchased items; locate the item you need.
Scroll the item to the right and click on the refund button
Choose the amount you wish to refund and click on "Apply."
💡 This action can also be carried out from the Reservation Page.