The system supports two types of credit card payment options:
Real-time credit card payments: This method is available for Customers (through the Customer View interface) and the Site Administration POS section (your Staff Member processing a Customer credit card).
Credit card capture for later processing: This method, which supports saving a Customer's credit card token to their profile, is available when scheduling through the Customer View, as well as Site Administration of the DaySmart Appointments system. This can be used to charge no-show fees or other fees outside of the Appointment booking process.
System Security
The system allows you to use both of these options in a secure and PCI-compliant environment. This is accomplished by allowing a direct portal between the system and the applicable merchant gateway banking institution. Whenever credit card entry is required, the system provides a secure page hosted by the selected merchant gateway banking institution. In addition, if you use the credit card capture for later use option, the merchant gateway banking institution converts the credit card number into a unique payment "token" for storage in your system. The "token" can later be used to process payments in the POS section of the system but cannot be used outside the system. Therefore, credit card numbers are not stored in your account, eliminating security risks.
Requirements for Credit Card Processing or Capture
To process credit card payments or to capture credit card information for later use, you must first obtain:
(1) an online merchant account and (2) a credit card merchant processor account (known as a gateway) to be able to process credit card payments in any area of the system.
We strongly recommend that you allow any of our supported processing providers
(see below for a list) to assist you with setting up the merchant account and gateway services required for credit card processing/capture.
Additionally, you can submit a support ticket from your account, and we will help determine the payment provider appropriate for your business needs.
NOTE: Please also note that if you need to utilize the capture credit card for later use option, Payscape or TSYS/Cayan is required.
Processing Credit Cards
The system allows for processing payments from Customers in the following areas:
When the Customer makes Appointments from the Customer View.
When the Customer purchases a package from the Customer View.
When the Customer buys a gift certificate from the Customer View.
When a POS payment transaction is processed in Site Administration.
Enabling the system to process payments in these areas is done in the Customer Payments section of Settings > Customer Payments.
NOTE: PayPal can only be used to accept payments through the Customer View at this time.
Response, Receipt, or Return URLs
If you are using Authorize.net or another gateway, you may need to update your gateway account to include the proper return URL. This URL is used by the gateway in order to return the Customer back to the DaySmart Appointments system is properly processed.
To configure the Return URL for the DaySmart Appointments system, you will put together the base URL for your Customer View (example https://booknow.appointment-plus.com/) and then append one of the following return paths:
Authorize.net: ap_api/authorizenet_return.php
PayPal: ap/ap_api/paypal_return.php
Log in to your gateway account, locate the Response/Receipt URL page, and enter URLs into the available fields. You can have multiple response URLs associated with your gateway account. The below links are example URLs. Based on where your account is located in the system, you may see a variation of these URLs.
For example, you may be logged in to https://account5.appointment-plus.com/.
The Default Return URL should be based on the URL where you log in to your scheduling account. Below is an example of how you will enter this address. Your URL may start with account5 or account. That is the part of the URL you will want to customize for your account. Depending on your processor (Authorize.net, Payscape or Cayan), you will need to append one of the following destination pages:
Authorize.net: ap_api/authorizenet_return.php
PayPal: ap/ap_api/paypal_return.php
The Default Relay Response URL should be based on the URL where you log in to your scheduling account. Depending on your processor (Authorize.net, Payscape or Cayan), you will need to append one of the following destination pages:
Authorize.net: ap_api/authorizenet_return.php
PayPal: ap/ap_api/paypal_return.php
The Additional return URL (third entry) should be based on the URL where you log in to your scheduling account. Check the address after you log in and use the first part (account, account5, etc) up to the .com section of the site's address:
Example URL: https://account.appointment-plus.com
Note: Image is for reference only. Please set the URLs above based on the URL where you log in.
Appointment Payment Options
The system provides additional flexibility when prompting Customers for payment on the Customer View. These options are found in the Customer Payments section of Settings.
Customers can be given the option to pay when they are making the Appointment or at the time the service is rendered.
If you are using the "prompt but don't process" method, Customer with an existing credit card token on file, it won't prompt them to enter their credit card information. You can set it so that it always prompts for credit card information, even if the Customer already has one on file.
If you are using Events, you can have the system prompt only for Services, prompt only for Events, or prompt for both types of activities.
Returns/Refunds
If a Customer needs a credit card refund, you must utilize your gateway account terminal. For example, if your gateway is Cayan, you would log into your TSYS/Cayan gateway terminal account and process the refund through your merchant.
Credit Card Processors
The processors currently integrated with the DaySmart Appointments system are:
Processor | Currency Options | Credit Card Capture |
Cayan | USA | Yes |
PayPal | International | For Customer View Payments only |
Authorize.net | USA | No |
Payscape | USA, Canada, EU, Australia, Great Britain Pounds, Japanese Yen, Swiss Franc, Danish Krone, Hong Kong Dollar, Norwegian Krone, New Zealand Dollar, Swedish Krona, and South African Rand | Yes |
Required Credentials
Processor | Login | Password | Tran Key |
Cayan | Site ID | Key | Store Name |
PayPal | PayPal Login | not applicable | Redirect Token |
Authorize.net | Login | not applicable | Transaction Key |
Payscape | Key ID | IPI-Key | not applicable |
NOTE: The Tran Key is the term for a Transaction Key for Authorize.net clients. The Tran Key is a unique sequence of numbers and letters that Authorize.net gives to their clients. This key is sent to Authorize.net with any transaction you process to link to your account.
Credit Card Capture (Prompt but Don't Process)
To use the capture credit card for later use feature, you must utilize the "Prompt but Don't Process" setting on the Customer Payments preferences page. This is only available if you have TSYS/Cayan gateway credentials set up in the POS section of the Customer Payments preferences page.
For example, if you want to prompt and capture a customer's credit card number when a customer self schedules, you will need to do the following:
In the Appointments section of the Customer Payments page, select Prompt but Don't Process.
In the POS section of the Customer Payments page, select Cayan and enter your Cayan credentials. Please contact our support team if you do not have credentials.
When a Customer enters a credit card number during the scheduling process, the credit card number will be converted to a secure payment token that you can later use to process payments through the POS system. You must enable POS to use these options.