Bank Transfer payment method for Booknetic

Not every business wants (or can afford) card processing fees. Many customers simply prefer to pay by bank transfer. Bank Transfer Payment Gateway for Booknetic adds a proper, fully‑featured offline payment method to your booking panel — without the chaos of "I'll send you the receipt on WhatsApp".

Your customers book, see your bank details, transfer the money, and submit a confirmation. You review each transfer and approve it with one click — and Booknetic instantly marks the appointment as paid, exactly as it would for any online gateway.

Why you need this addon

Booknetic ships with online gateways (Stripe, PayPal, etc.) and a basic "pay locally" option. But there is a big gap in between:

Online gateways charge fees and require the customer to have a card.
"Pay locally" assumes the customer pays in person — there is no money collected before the appointment and no paper trail.

Bank transfer is the most popular payment method in many markets — but handling it manually is messy: details get lost in chat, you forget who paid, and the booking panel was never designed for it.

This addon turns bank transfer into a first‑class, structured payment method inside Booknetic:

The customer always sees the correct, up‑to‑date bank details.
Every transfer comes with a reference number, a date and a note.
You get a single dashboard of all pending transfers to review.
Approving a transfer runs Booknetic's normal "payment confirmed" logic — invoices, notifications, statuses, everything.

Key features at a glance

✅ Native "Bank Transfer" payment method in the Booknetic booking panel
✅ Unlimited bank accounts — show one or several accounts to the customer
✅ Smooth booking flow — no payment popup, no endless "waiting for payment" spinner; the booking always completes
✅ Three ways for the customer to confirm their transfer
✅ Dedicated "Bank Transfers" admin module to review every submission
✅ One‑click Approve / Reject with an optional note to the customer
✅ Resubmission after rejection — the customer can fix and try again
✅ Full workflow automation — 3 new events + 4 new shortcodes
✅ Granular permissions for your staff roles
✅ Multi‑tenant / SaaS ready
✅ Translation‑ready (.pot file included)
✅ Works alongside all other Booknetic payment gateways

How it works

For your customer

1. Choose Bank Transfer at checkout On the confirmation step the customer selects "Bank Transfer" just like any other payment method.

2. Finish the booking — instantly The appointment is created right away and the customer reaches the success screen. There is no payment popup and no infinite waiting state — the booking flow is never blocked.

3. See the bank details and confirm the transfer Instead of a generic "thank you" screen, the customer sees your bank transfer container: your bank account(s), your instructions, and a short confirmation form.

After making the transfer in their banking app, the customer fills in:

Reference / transaction number (required)
Transfer date (optional)
Note (optional)

…and clicks Submit confirmation.

4. Confirm later, from anywhere If the customer wants to pay later, they can come back and confirm from:

the customer panel — an "I transferred" button on the appointment, or
a secure personal link sent in a workflow e‑mail.

For you (the admin)

1. Configure your bank accounts once Under Settings → Payment Gateways → Bank Transfer, add one or more bank accounts and your instructions.

2. Review incoming transfers Every confirmation appears in the new Bank Transfers module — with the appointment, customer, amount, reference number, transfer date and status.

3. Approve or reject Open a submission, check the details, and:

Approve → the appointment is instantly marked paid. Booknetic's standard payment‑confirmed logic runs (status change, invoices, "payment received" notifications…).
Reject → leave a note explaining why; the customer can correct the details and submit again.

Feature deep‑dive

1. A real payment method — not a workaround

"Bank Transfer" registers as a proper Booknetic payment gateway. It appears in Settings → Payment Gateways next to Stripe, PayPal and the rest, and you enable or disable it with a single switch. It respects Booknetic's per‑service payment‑method settings, so you can offer bank transfer only for the services where it makes sense.

2. Unlimited bank accounts

Add as many bank accounts as you need — for example one account per bank or per currency. For each account you can set:

Bank name
Account holder
IBAN / account number
Additional details (branch, SWIFT, payment description, etc.)

You can also add a free‑text instructions block (e.g. "Please write your booking number in the payment description"). All of this is shown to the customer automatically.

3. A booking flow that never gets stuck

This is the detail that separates a real addon from a hack. Online gateways keep the booking panel "waiting" until the payment provider confirms. A manual bank transfer never confirms automatically — so a naïve implementation would leave the panel spinning forever.

The addon handles this correctly: when Bank Transfer is selected, the booking completes immediately and the customer goes straight to the finish screen. The appointment is stored as pending payment for you to review. No popup, no spinner, no dead end.

4. Three ways to confirm a transfer

The customer can submit their transfer confirmation from wherever is most convenient:

Where When it's useful Finish screen Right after booking — the fastest path Customer panel Returning later; an "I transferred" button per appointment Secure e‑mail link A personal, signed link you can put in any workflow e‑mail

All three open the same simple form (reference number, transfer date, note) and all three feed into the same review queue.

5. A dedicated admin module

The Bank Transfers module gives you a single, searchable list of every confirmation your customers have submitted. Each row shows the appointment, the customer, the amount, the reference number, the transfer date, the status (Pending / Approved / Rejected) and the submission time. Open any row to see the full details before making a decision.

6. One‑click Approve / Reject

Approve marks the whole payment as paid through Booknetic core — so the appointment status changes according to your settings and the normal payment notifications and invoices are triggered. Nothing custom, nothing fragile.
Reject records an optional note for the customer (e.g. "Reference number not found, please double‑check"). The appointment stays unpaid.

7. Resubmission after rejection

A rejected confirmation is not a dead end. The customer sees your rejection note and can correct the reference number, date or note and submit again — as many times as needed — until you approve it.

8. Workflow automation — events & shortcodes

The addon plugs straight into Booknetic's Workflow engine.

New workflow events (use them to trigger e‑mails, SMS, WhatsApp, webhooks…):

Bank transfer confirmation submitted — e.g. notify staff that a transfer needs review
Bank transfer approved — e.g. send the customer a "payment received" message
Bank transfer rejected — e.g. tell the customer to resubmit

New shortcodes you can drop into any workflow message:

{bank_transfer_details} — your full bank account details
{bank_transfer_confirm_url} — the customer's secure confirmation link
{bank_transfer_reference} — the reference number the customer submitted
{bank_transfer_admin_note} — your rejection note

9. Roles & permissions

The addon adds its own capabilities so you can control exactly what each staff role can do:

Bank Transfer settings — manage bank accounts
Bank Transfers — view the module
Approve transfer — approve submissions
Reject transfer — reject submissions

Give your front desk the ability to review transfers without giving them access to gateway settings, for example.

10. Multi‑tenant / SaaS ready

Running Booknetic SaaS? Every tenant configures their own bank accounts and sees only their own transfer confirmations. The addon is fully tenant‑isolated — no extra setup required.

11. Translation‑ready

All texts are translatable and a .pot file is included, so you can present the addon in your customers' language.

Requirements & compatibility

Booknetic core plugin (active)
WordPress with PHP 7.4 or higher
Works with Booknetic Regular and Booknetic SaaS
Optional: the Customer Panel addon — adds the "I transferred" button inside the customer panel. Without it, customers still confirm from the finish screen and the e‑mail link.

The addon installs its own database table on activation and cleanly coexists with all other Booknetic addons and payment gateways.

Installation

Upload and activate the plugin from Plugins in WordPress.
Go to Booknetic → Settings → Payment Gateways and enable Bank Transfer.
Open the Bank Transfer tab and add at least one bank account.
(Optional) Create a page with the [booknetic-bank-transfer] shortcode and paste its URL into the settings — this powers the confirmation link used in workflow e‑mails.
Done — Bank Transfer now appears in your booking panel.

Use cases

Clinics, salons and studios that prefer bank transfer over card fees
Businesses in regions where bank transfer is the dominant payment method
High‑ticket services where you want payment confirmed before the visit
SaaS operators who want to offer a manual payment option to every tenant

FAQ

Does the appointment get marked as paid automatically? No — and that is by design. A bank transfer must be verified by a human. The appointment stays pending until you approve the confirmation; approval then marks it paid through Booknetic's standard logic.

Will the booking panel get stuck waiting for payment? No. Bank Transfer completes the booking immediately and shows the finish screen. There is no payment popup and no infinite waiting state.

Can the customer confirm the transfer later? Yes — from the customer panel or from a secure link in a workflow e‑mail, at any time before you approve it.

What if the customer enters the wrong details? Reject the confirmation with a short note. The customer sees your note and can resubmit corrected details.

Can I show more than one bank account? Yes, you can add as many accounts as you like; all of them are shown to the customer.

Does it work with Booknetic SaaS? Yes. Each tenant has its own bank accounts and its own list of transfer confirmations.

Does this affect credit top‑up or other billing modules? No. The addon is strictly for appointment booking payments.

Is it translatable? Yes — a .pot file is included and every text can be translated.

What you get

The Bank Transfer payment gateway addon for Booknetic
A dedicated admin review module
3 workflow events + 4 workflow shortcodes
Lifetime use, with future updates

Turn "just send me a bank transfer" into a clean, trackable, professional payment flow — built natively for Booknetic.