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How to connect your card reader

Updated over a week ago

Connecting your card reader is a straightforward process within the Workshop platform. Here is how to get your hardware synced up and ready for transactions.
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How to Connect

  1. Navigate to Settings: Go to Configuration > Payments Integration on the left-hand sidebar.

    • Mobile Users: Tap the hamburger menu (three horizontal lines) in the top-left corner to find the sidebar.

  2. Select Your Provider: You will see a menu of available integrations. Choose the one that matches your hardware:

    • Square

    • Zettle by PayPal

    • SumUp

    • Stripe

  3. Follow the On-Screen Prompts: Each provider will walk you through a specific authorization or pairing process to link your account and device.


Important Integration Limitations

Keep these specific use-case limitations in mind:

  • The Stripe implementation is limited to taking pre-payments during the booking process.

  • The SumUp implementation is limited to sending payments to a Solo reader from an invoice.

  • The Square implementation is limited to taking payments from a Square reader.

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