Once Stripe is connected and your services are updated, you can run a quick test to make sure your entire booking and payment process is working properly.
Step 1: Create a Test Discount Code (99% Off)
To avoid being charged the full amount during testing:
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Go to Discounts → New Discount.
- Set the Discount Amount to 99%.
- Enter all required details.
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Save the discount.
You’ll use this code during your test booking.
Step 2: Create a Test Booking
You can create a booking from your Website or directly from the ConvertLabs Dashboard.
We recommend testing from your website to experience the full customer journey.
From Your Website
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Go to your Booking Page.
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Fill out the booking form just like a customer would (be sure to use an active email where you can receive the notifications).
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Enter your 99% discount code.
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Submit the booking.
From Your Dashboard
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Go to Dashboard → Bookings → Create Booking.
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Fill in all required details.
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Select a Payment Method: Enter a card or choose other payment method for testing purposes.
- You can apply the discount code here, or simply edit the total price manually.
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Complete Booking.
Step 3: Manage the booking
Once created, the booking will appear under your Bookings list.
You will receive automatic notifications at the email address you entered as a “customer”.
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One Day Before the Service: A payment hold is placed on the customer’s card.
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On the Day of the Service: The payment status updates to “Charge.”
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Click "Charge" to collect the payment.
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The transaction will appear in your Stripe Dashboard once processed.
Step 4: (Optional) Test the Service Provider View
If you’d like to test what your service providers see (notifications, assignments, etc.):
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Go to Service Providers → New Service Provider.
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Use a different email address (so you can receive notifications separately).
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Fill out all required contact information.
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Click the three dots (⋮) next to the provider name to set their wage.
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Assign the provider to your test booking: Go to Bookings List → Service Provider column → Assign.
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Be sure to assign the provider before collecting payment.
By completing this test, you’ll confirm that:
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Your Stripe connection is working.
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Bookings are created and displayed properly.
