In this article, we'll show you how to set up PayPal for collecting online booking payments.
To start collecting online debit or credit card payments from parents or carers you'll have to link a payment gateway such as PayPal with Cheqdin. Learn more about PayPal.
Step 1: Login or create a PayPal account
Log in to your PayPal account. The PayPal account you use for your centre or school must be a PayPal business account. You can create a new PayPal business account for free if you don't have one. When creating a new PayPal account, you must ensure to select the correct region (country where your centre will be based).
Step 2: Head to the PayPal developer portal
Navigate to your developer portal once logged in. If you cannot find the menu of the developer portal, click on the below link once logged in https://developer.paypal.com/home
Step 3: Go to your 'Dashboard'
Click on the 'Dashboard' link found on the menu bar. This will take you to your account's dashboard.
Step 4: Go to Apps & Credentials
Click on the 'My Apps & Credentials' link on the menu bar. This will take you to a page where you can create credentials for your account which you'll have to link with Cheqdin's portal.
Step 5: Select Live and create app
Here you'll see options for 'Sandbox' and 'Live' accounts. Sandboxes are created solely for the purpose of testing, you can ignore that option. Select the 'Live' tab/ option.
Step 6: Create your App
After you've selected the 'Live' option, click on 'Create App'. Give your app a name of your choice. We recommend using the legal name of your centre if registered or your small business name so that you can easily identify it later on.
Step 7: Live Account API Credentials for integration with Cheqdin
Once your app has been created, PayPal will auto-populate your API Credentials, the Application Programming Interface (API). API is nothing but the credentials that define interactions between software applications, in simpler terms, it is a connection between two or more applications. You'll require the Live API Credentials to integrate your PayPal account (to receive payments directly) with Cheqdin.
For security reasons, exercise caution when updating your API credentials - Do not save or share your client secrets information elsewhere.
Step 8: Adding the API Credentials to Cheqdin
In this step, you can add the credentials to Cheqdin so that you can link your account. Make sure that you're logged into your Cheqdin account.
Go to Online Booking Settings > Define Payment Options > Select the option 'Invoice Immediately'. Selecting the 'Invoice Immediately' option will toggle the button status to on. Click on 'Set Up Now'.
Step 9: Add your PayPal API Credentials to Cheqdin
Click on the 'Add API Credentials' button.
Step 10: Copy and paste your API credentials
Copy-paste your credentials from your Paypal account (Refer to Step 7). Please ensure that you copy/ paste the fields correctly. There are two types of credentials that you'll need to update:
- Client ID
- Client-Secret or Secret ID
Firstly, copy and paste the Client ID field. Secondly, copy and paste the Client-Secret or Secret ID field. Click 'Save'.
Step 11: Check if the API integration (account linking) was successful
After saving the credentials, the system will perform a real-time check to see if the credentials were authenticated successfully. If the details entered are correct, you'll see a system confirmation stating 'API credentials authenticated successfully!'
Step 12: Publish/ share your bookings link:
Perform a final check to ensure that you have published and/or shared your online bookings link on your website or social media so that parents or carers can make bookings online.
You can now start collecting online payments for your bookings.
You might also be interested in:
What do booking screens with online card payment options look like? - Parent View
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