Super Admins and admins can enable payments via Forte. Managers & Staff will not have access to this information.

Zoho Bookings facilitates service enablers or service providers to collect payments through Forte.

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:

1. Configure Payment Gateway
   
2. Collect Payments on Bookings
   

I. Configure Payment Gateway

Note: We have used the currency as Canadian Dollars (CAD) for the illustration.

1. 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.
2. Hover over forte and click Configure.
   
   
   
   
   
3. 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.
   
   
   
   

   
   
4. 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.

   
   
5. 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.

1. 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".
   
   
   
   
   
   
   
2. 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.
   
   
   
   
3. 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.
   

   
   

   
   
   
   
4. 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

Note: Changes in pricing will affect the ability to configure payments for new users starting out on or after July 10, 2020, based on the subscription plan that they hold with Zoho Bookings.