Frequently Asked Question
Placepay Integration
Last Updated a year ago
Deskworks integrates with Placepay for managing payment methods, including both credit cards and ACH.
With the Placepay integration:
- Payors have complete control over their payments.
- Payment processing charges are directly charged each client by Placepay and the payment processing fees never hit your bank account. (Deskworks has a feature that allows you to set a rate to charge clients for payment processing fees. With this feature, their processing fees go into your bank account, and your processor charges you for payment processing.)
- When someone registers for membership in your center, in the last step, they are taken to the Placepay site to add their payment method and approve automatic monthly charges.
- For members who do not use website registration, they can add a payment method to their account in Deskworks by logging in and going to BILLING>CREDIT CARD/ACH INFO.
Note: you should include instructions in your Welcome Letter directing people to add their payment method this way.
- When non-members make a reservation through your website, they are automatically taken to the Placepay site to enter their payment method.
- Note: Staff cannot do this for them. A payment method can only be added using the login/password of the person whose payment method is being added.
To set up the integration
- Contract with Placepay for their services and set up your Placepay account.
- Open a ticket in Deskworks and request deployment of the Placepay integration.
- Once it is deployed to you, go to SETUP>INTEGRATIONS SETUP
- Under PLACEPAY INTEGRATION, enter your Public and Private API Keys.
- You will see each of your centers listed. From the Deposit Account dropdown, select the correct Deposit Account for each center.
- Add a credit card to a test account and r
- un a small test payment to confirm setup.
- Click SYNCHRONIZE ALL USERS
- You will see a report of all your members with their connection to their Placepay payment method.
- If the connection can't be made automatically, but email addresses match in the two systems, you can click to approve the connection.
- If no payment method exists in Placepay for a member, you will see this and can either send a message asking the person to login to Deskworks and add their payment method or wait until their next billing cycle.
- You will see a report of all your members with their connection to their Placepay payment method.
All done!