Connecting your payment device is essential for processing transactions seamlessly through Workshop. Integrating your chosen payment provider allows you to accept payments directly, streamline your checkout process, and manage your finances efficiently.
Here’s how to connect your payment device (and associated account):
Step-by-Step Instructions:
Go to the Left-Hand Menu
From your Workshop by bikebook dashboard, navigate to the main menu located on the left side of your screen.
Go Down to 'CONFIGURATION'
In the left-hand menu, find and click on 'CONFIGURATION'. This section is where you manage your workshop's essential settings, including integrations.
Select 'Payments Integration'
Within the 'CONFIGURATION' menu, click on 'Payments Integration'. This will take you to the page where you can manage and connect your payment providers.
Select Your Desired Payment Provider
On the 'Payments Integration' page, you will see a list of supported payment providers. Click on the logo or name of your chosen provider, such as Square or SumUp, to begin the connection process.
Log In with Your Payment Provider Account
A secure pop-up window or redirect will appear, prompting you to log in to your account with the selected payment provider. Enter your credentials (username and password) and follow any on-screen prompts to authorize the connection between your payment provider account and Workshop by bikebook.
Important: This process securely links your accounts. Workshop by bikebook does not store your payment provider login details directly.
Note: Workshop by bikebook offers an exclusive rate for SumUp users. Be sure to check our further information here to learn more about how you can benefit.
Important Considerations:
Active Account: Ensure you have an active and verified account with your chosen payment provider before attempting to connect.
Permissions: During the login process, you may be asked to grant certain permissions to Workshop by bikebook. Granting these is necessary for the integration to function correctly.
Testing: After connecting, it's a good practice to perform a small test transaction to ensure everything is working as expected.
Troubleshooting: If you encounter issues during the connection process, double-check your login credentials or contact your payment provider's support, or Workshop by bikebook support for assistance.
By connecting your payment device, you empower your workshop to process payments efficiently, ensuring a smooth and professional experience for your customers!