Hi Lauren,
Card processing options will be available under 'Settings > Calendar > Online Appointments' section once Payment Gateway is enabled for your ChARM account. These details are not captured as part of the document. We will make required changes to include these instructions in documentation as soon as possible.
Once payment gateway is enabled, you will see 'Enable Card Processing' check box under 'Online Appointments' section. Refer the attached image, EnableCardProcessing.png. Choosing this check box will display the following three 'Processing Types'.
- Store card on file
- Card on file with charge
- Charge card
Setting the above processing types will work as follows :
Store card on file : Enables system to collect patient credit card details while they book appointment online. Payment will not be collect at this time. Card details will be stored on file and can be used for collecting payment later.
Card on file with charge : Enables system to collect and store card on file as well as charge the patient a fixed cost or based on the cost set for the Visit types.
Charge card : Enables system to charge patient a fixed cost or based on the cost set for the Visit types. Card details will not be stored on file.
For the details on Bluefin Payment Gateway, please go through the following URL :
Regards,
Samba
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