Gratuity 

With the Gratuity feature you can collect gratuity from your customers electronically to give to your guides and employees. This feature will allow you to configure preset gratuity amounts making it easy for your customers to make a decision and Xola will send a payment link to your customers to pay gratuity using their credit card. You will be able to track gratuities received for guides across your events using a new reporting module.

This feature can also be used independent of Xola's guide management.


What's covered in this article:


How to Enable Gratuity

  1. Navigate to the Xola App Store by clicking the App Store tab in the upper right hand corner.
  2. Locate "Gratuity" and select the App Store tile.
  3. Click the yellow "REQUEST ACCESS" button


Screen_Shot_2020-07-22_at_11.06.30_AM.png

 

How to set up Gratuity

  1. Once installed, go to the Settings tab
  2. Find Gratuity on the left-hand side
  3. Toggle on Append to Review Email (If wanted) 
    • This will add the tip functionality to the review email that is sent to your guests
  4. Toggle on Send an email to your guests about gratuity payment options (If wanted)
    • Sends a separate email to your guest. 
  5. Configure notifications in Settings > Notifications:
    • Gratuity request: Sent 30 minutes after the end of the event (by default)
    • Gratuity received: Sent when a gratuity payment is received
  6. Preset amounts:
    • Makes it easy for your customers to make a quick decision. Presets are limited to 3. In addition to presets, customers will have an option to pay a custom amount. Your preset amounts can set as a $ or %.  
  7. Custom message:
    • This message is displayed in the separate email sent to your customers requesting gratuity and on the payment page. 

The timing in which your customer gets the email can be changed with our Custom Notification Timing Feature. 

Email notifications for you, your customers, and your guides are disabled by default, be sure to turn them on if you, your customer, or your guides want to receive them. Go to Settings>Notifications to toggle on. 

Screen_Shot_2020-07-17_at_9.42.24_AM.png

 How Gratuity works

After an event is over, Xola will send an email to your guests to give a gratuity to the guide. There are a few ways a guest can receive this notification: 

Separate Email:

Screen_Shot_2020-07-21_at_2.37.43_PM.png

Review Email (if toggled on):

Screen_Shot_2020-07-21_at_3.27.41_PM.png

SMS Notification with link:

mceclip1.png

SMS notifications can be set up by going to Settings>Notifications> and checking the box for SMS. 

Screen_Shot_2020-07-21_at_11.47.20_AM.png

If you do not see this checkbox, you may need to turn on the SMS feature in your App Store. Click here to learn more. 

Note: Emails and/or SMS will be sent to all guests. If Split Pay or Waiver features are being used it will send the email to all guests that used Split Pay and signed a Digital Waiver. 

Checkout for Gratuity:

Tip.gif

Email sent the Guide and/or the primary email:

Screen_Shot_2020-07-21_at_3.48.12_PM.png

Notifications for you and/or the guide can be set up by going to Settings>Notifications> and checking the box for Gratuity under the Sent to Me or Sent to Guide section. 

Gratuity Reports

The Gratuity report will give you a report of all the gratuities given during a time range you select. To access the report go to Reports>Gratuities 

Screen_Shot_2020-07-21_at_3.53.37_PM.png

Filters:

  • Date range: filter by date range you want to see gratuity received on. 
  • Guides: all guides or specific guides

On the Report:

  • Guide Name: If no guide was assigned to the event, no name will show
  • Payment Date: the date in which a gratuity was received 
  • Item: The experience the guest received
  • Event Date: The date the experience was on
  • Event Time: The time the experience was
  • Gross: Gratuity amount
  • Processing Fee: Credit Card Processing Fee
  • Net: Gross amount minus the Processing Fee 

Note: No booking fee is put on a customers gratuity. 

If you click on an individual gratuity on the report, it will take you to the purchase detail page within the Purchases tab. Here you can scroll down to the timeline and see the gratuity processed. 

Screen_Shot_2020-07-21_at_4.01.35_PM.png

Other Reports that Gratuity will be displayed in:

  • Payout report
  • Custom reports > Transaction report

When logged in Guides will be able to only see their own gratuity, but not others. Guide managers and other admin roles will be able to view gratuity received by all guides. 

Note: Gratuity cannot be refunded back to the guest.  

 

Was this article helpful?
3 out of 3 found this helpful