To setup a gateway, go to the settings section by using the gear icon in the button bar and then click on the "Payment Processing" tab (See below)
Next click on the "Accept Credit Cards" checkbox and choose a gateway.
Once a gateway is selected you will be shown the specific gateway setup details which vary depending on each gateway. They all include either a secret key, username and password, api key + secret key + merchant token, or merchant id + public key + private key. Your merchant provider will provide these details once your account is set up. Simply fill them in and uncheck "test mode" and save the details.
You should not be able to accept credit cards in your web booker and customer apps.
Once you have set up your gateway, be sure to configure all of the payment processing settings.
Enable Automatic Capture
It is highly recommended that you check the "Enable Automatic Capture" in order to allow the system to charge the cards automatically. If this setting is not enabled, every transaction will need to be manually closed via the console or they will not be billed.
Enable Automatic Refunds
It is also highly recommended that you enable automatic refunds so that charges assessed for canceled rides are automatically refunded.
The variable price and fixed price ranges tell the system how to build a range for estimates that appear on the web booker and in the customer applications.
Credit Card Pre-Authorization
Credit cards are pre-authorized for rides that are scheduled with a credit card provided (via the web booker or the customer application). This allows for the money to be guaranteed so that service is not given without the customer being able to pay because they reached their card limit or are using an expired/canceled card. The percentage provided allows the system to add a cushion into the pre-authorized amount to ensure that the charges can still be processed even if there were additional incidental charges due to traffic, wait times, or any other variable pricing element.
Point of Sale Integrations
Point of sale systems such as square, PAX, and the LiveryDesk backseat credit card application can be integrated by selecting their check boxes. This tells the system to send the charges to a secondary application to process the transaction and to wait for a response to indicate success.