SBPay.me integration: Difference between revisions

Line 136:

:1. First of all, as you plan to work with online payment, you need to have Accept Payments custom feature enabled in your SimplyBook.me account.

:1. First of all, as you plan to work with online payment, you need to have [[Accept payments custom feature|Accept Payments]] custom feature enabled in your SimplyBook.me account.

[[File:Accept payments enabled.png|1200px|center|link=https://help.simplybook.me/images/d/d8/Accept_payments_enabled.png]]

:2. Click on "Activate SBPay.me" button on the custom features page or inside the Accept payments feature settings.

:2. Click on Activate SBPay.me button on the custom features page or inside the [[Accept payments custom feature|Accept Payments]] feature settings.

:3. Adjust your company information in the registration form if necessary. (It will be autocompleted with the company details that you already have in your system),~~ ~~

[[File:Activate sbpayme cf page.png|1200px|center|link=https://help.simplybook.me/images/3/37/Activate_sbpayme_cf_page.png]]

and click on "Activate SBPay.me" button below. Congratulations? Your SBPay.me account is created!

[[File:Activate sbpayme accept payments settings.png|1200px|center|link=https://help.simplybook.me/images/3/3a/Activate_sbpayme_accept_payments_settings.png]]

:4. Navigate to the "Payment system settings" ~~and~~ add the credentials of the payment gateway that you plan to use for online payments.

:If you had some payment system details before enabling SBPay.me integration it may have been copied to SBPay.me side, but there may be some changes in the payment flow so you will need to check if all the settings are added there for the smooth online payments operation.

:3. Adjust your company information in the registration form if necessary.

:(It will be autocompleted with the company details that you already have in your system), and click on Activate SBPay.me button below.

:Congratulations! Your SBPay.me account is created!

[[File:Sbpayme registration form.png|1200px|center|link=https://help.simplybook.me/images/0/0e/Sbpayme_registration_form.png]]

:4. Navigate to the Payment system settings and add the credentials of the payment gateway that you plan to use for online payments.

:If you had some payment system details before enabling SBPay.me integration it may have been copied to SBPay.me side, but there may be some changes in the payment flow so you will need to check if all the settings are added there for the smooth online payments operation.

[[File:Sbpayme payment systems page.png|1200px|center|link=https://help.simplybook.me/images/0/07/Sbpayme_payment_systems_page.png]]

:5. Once you have set the payment processors up you will be able to see the active ones on the SimplyBook.me side as well.

[[File:Sbpayme activeted payment systems .png|1200px|center|link=https://help.simplybook.me/images/b/b1/Sbpayme_activeted_payment_systems_.png]]

:6. Set the prices for your services, classes, packages, memberships, gift cards, products or service add-ons in your SimplyBook.me account and you are ready to get payments online.

:6. Set the prices for your services, [[Classes custom feature|classes]], [[Packages custom feature|packages]], [[Membership custom feature|memberships]], [[Coupons and Gift Cards custom feature|gift cards]], [[Products for Sale custom feature|products]] or [[Service Add-Ons custom feature|service add-ons]] in your SimplyBook.me account and you are ready to get payments online.

==Using PRO version features==

@@ Line 136: / Line 136: @@
-:1. First of all, as you plan to work with online payment, you need to have Accept Payments custom feature enabled in your SimplyBook.me account.
+:1. First of all, as you plan to work with online payment, you need to have <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|Accept Payments]]</span> custom feature enabled in your SimplyBook.me account.
+[[File:Accept payments enabled.png|1200px|center|link=https://help.simplybook.me/images/d/d8/Accept_payments_enabled.png]]
-:2. Click on "Activate SBPay.me" button on the custom features page or inside the Accept payments feature settings.
+<br><br>
+:2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Activate SBPay.me</span> button on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features page</span> or inside the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|Accept Payments]]</span> feature settings.
-:3. Adjust your company information in the registration form if necessary. (It will be autocompleted with the company details that you already have in your system),<br>
+[[File:Activate sbpayme cf page.png|1200px|center|link=https://help.simplybook.me/images/3/37/Activate_sbpayme_cf_page.png]]
-and click on "Activate SBPay.me" button below. Congratulations? Your SBPay.me account is created!
+<br><br>
+[[File:Activate sbpayme accept payments settings.png|1200px|center|link=https://help.simplybook.me/images/3/3a/Activate_sbpayme_accept_payments_settings.png]]
-:4. Navigate to the "Payment system settings" and add the credentials of the payment gateway that you plan to use for online payments.<br>
+<br><br>
-:If you had some payment system details before enabling SBPay.me integration it may have been copied to SBPay.me side, but there may be some changes in the payment flow so you will need to check if all the settings are added there for the smooth online payments operation.
+:3. Adjust your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">company information</span> in the registration form if necessary.
+:(It will be autocompleted with the company details that you already have in your system), and click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Activate SBPay.me</span> button below.<br>
+:Congratulations! Your SBPay.me account is created!
+[[File:Sbpayme registration form.png|1200px|center|link=https://help.simplybook.me/images/0/0e/Sbpayme_registration_form.png]]
+<br><br>
+:4. Navigate to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment system settings</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">add the credentials</span> of the payment gateway that you plan to use for online payments.<br>
+:If you had some payment system details before enabling SBPay.me integration it may have been copied to SBPay.me side, but there may be some changes in the payment flow so you will need to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check if all the settings are added</span> there for the smooth online payments operation.
+[[File:Sbpayme payment systems page.png|1200px|center|link=https://help.simplybook.me/images/0/07/Sbpayme_payment_systems_page.png]]
+<br><br>
 :5. Once you have set the payment processors up you will be able to see the active ones on the SimplyBook.me side as well.
+[[File:Sbpayme activeted payment systems .png|1200px|center|link=https://help.simplybook.me/images/b/b1/Sbpayme_activeted_payment_systems_.png]]
-:6. Set the prices for your services, classes, packages, memberships, gift cards, products or service add-ons in your SimplyBook.me account and you are ready to get payments online.
+<br><br>
+:6. Set the prices for your services, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes custom feature|classes]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages custom feature|packages]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership custom feature|memberships]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons and Gift Cards custom feature|gift cards]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products for Sale custom feature|products]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Add-Ons custom feature|service add-ons]]</span> in your SimplyBook.me account and you are ready to get payments online.
+<br><br><br><br>
 ==Using PRO version features==