Forte Payment Integration
Info: This integration requires an account with Forte. Also, make sure that Forte services are available in your region.Payments through Forte can be set up by following the steps below:
I. Configure Payment Gateway
- Click Integration on the top right corner of the menu panel, then click Payments on the left side panel. You will see Forte listed under the Connections Available section.Note: Please make sure that the country and currency that you have set for your account under Basic Information (screen above) are supported by Forte. The currency chosen here should be the same as the one in your Forte account.
- Hover over forte and click Configure.
- Enter the required values and click Set up.Note: Find the required values for authentication in Forte's developer guide.Changing your currency here will also change your existing currency preferences under general settings. Make sure that that the currency that you have set for your account under Basic Information (screen above) is the same as that of your Forte account.
- Forte is now enabled as a payment provider.Note: In order to receive payments, Online Payments must be enabled.Note: At any give point in time, only one of the available payment gateways (listed above) can be configured. If a new payment gateway is set up while another is already active, the old one would be disabled.
- Click the Online Payments toggle button and change the status to "Enabled".
II. Collect Payments on Bookings
Info: A price is assigned to a Service, in order to collect payments when an appointment is booked.- Customer initiates an appointment from the booking page, and clicks Pay and Schedule Appointment.Note: Please choose a suitable Payment Type for your business needs against the corresponding Services under the Service Information tab. The available options are "Full Payment", "Deposit" and "Optional". The below page is when Payment Type is "Full Payment".
- The customer is directed to checkout for the required amount (CAD 100 in this case). Customer fills in payment information and clicks Pay.Note: The currency is automatically picked up from Basic Information under the General tab.
- The customer will be redirected to the Booking Summary Page, post payment. The status of the appointment is marked "Confirmed", if the payment is successful.
- The Appointment Summary in the account also reflects the same details.
Plans supporting this feature
| Sign-up date | Applicable Plans |
| Sign-ups on or after 10th July, 2020 | Premium |
| Sign-ups before 10th July, 2020 | Basic/Premium |
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Razorpay Payment Integration
Super Admins and Admins can enable payments via Razorpay. Managers & Staff will not have access to this information. Zoho Bookings facilitates service enablers or service providers to collect payments through Razorpay. Info: This integration requires ...2Checkout Payment Integration
Super Admins and Admins can enable payments via 2checkout. Managers & Staff will not have access to this information. Zoho Bookings facilitates service enablers or service providers to collect payments through 2checkout. Info: This integration ...Paypal Payment Integration
Super Admins and Admins can enable payments via PayPal. Managers & Staff will not have access to this information. Zoho Bookings facilitates service enablers or service providers to collect payments through PayPal. Info: This integration requires an ...Mercado Pago Payment Integration
Super Admins and Admins can enable payments via Mercado Pago. Managers & Staff will not have access to this information. Zoho Bookings facilitates service enablers or service providers to collect payments through Mercado Pago. Info: This integration ...PayPal Payments Pro Payment Integration
Super Admins and Admins can enable payments via PayPal Payments Pro. Managers & Staff will not have access to this information. Zoho Bookings facilitates service enablers or service providers to collect payments through PayPal Payments Pro. Info: ...