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Stripe - Basic Information and configuration

Updated

Introduction

If you want to choose Stripe as your payment provider to integrate it with the Perfect Gym Software, this article is for you. Here, you will find answers to these questions:

  1. What is Stripe?
  2. What must be provided to Perfect Gym before Stripe configuration?
  3. How to configure Stripe?

What is Stripe?

Stripe is a payment provider that allows accepting multiple payment methods as recurring or one-off payments. For recurring payments, the current integration supports Credit Cards, including Google Pay and Apple Pay wallets. In the case of one-time payments, depending on your region and the currency used, you can configure multiple payment methods. It works easily: a member enters their payment details on the secure website and authorizes payment collection.

Before you start

What must be provided to Perfect Gym Team before Stripe configuration?

Before performing the Stripe configuration steps, provide the Perfect Gym Team with the following information:

  1. If you have already registered a Stripe account on the Stripe website or you will create a new Stripe account during the configuration process. If you connect an already registered Stripe account, be informed that it cannot be connected to any other entity to be used with PerfectGym;
  2. If you are using different merchants for different clubs or one account for all clubs. A detailed explanation on the topic of several accounts can be found here: https://stripe.com/docs/account/multiple-accounts;

This information MUST BE PROVIDED to the Perfect Gym Team to apply the correct internal configuration for the Stripe integration. After the information has been provided, wait until we inform you to proceed with the configuration steps.

Instruction

How to configure Stripe?

The Stripe integration process is simple and can be easily done by a business owner or anyone, who has a significant management responsibility. To collect payments, your business Stripe account must be connected to PerfectGym. To configure online payments with Stripe, follow the below steps.

  1. Go to the PGM → Finances → Electronic Payments → EPayment Provider Configuration 

If you don't see the Epayment Provider Configuration tab in the PGM menu, go to the PGM ->Clubs-> System permissions and add these system permissions to your PGM employee role: AdministratorBilling -> AdministratorBillingViev and Administrator BillingProviderConfiguration. If after having increased your system permissions you are still not able to see the tab, please contact the Perfect Gym Team and ask for help.

2. Select Stripe from the EPayment Providers list.

3. If your business is using different merchants for clubs, contact the Perfect Gym Support Team to enable the option to configure multiple accounts for each club (related to point 2 of the Before Stripe configuration" section). Otherwise, continue with the next step. The provided account will be configured for all clubs within your company.

If you are changing the whole Stripe account over to a new different account, then it is necessary to request for Stripe to migrate tokens from the old account to the new account, otherwise there will be lots of errors on recurring payments and deactivate payment sources.

4. Click on the Connect button. You will be redirected to complete the Stripe onboarding process. Only after the successful onboarding PerfectGym will be able to collect payments on your behalf.
A new account will be created for the purpose of connecting with Perfect Gym Software. If you wish to use your existing Stripe account, contact PerfectGym to enable such an option. The existing account cannot be connected to any other entity in order to be used with PerfectGym (related to point 1 of the "Before Stripe configuration" section).

5. Having finished the process, go back to the PGM. You should see the connection status. If the process has been finished and the account has been authorized, you will see the Connected status.
If the onboarding process will not be completed or there may be verification information missing to enable charges, check account details in the Stripe Dashboard or contact Stripe support for more information.

Hints

To pay with Google Pay, the user must be logged into the Google account in Chrome browser and have an active card attached to this account. The same is valid for Apple Pay. The user must be logged into Safari with an Apple Pay account and have an active card attached. Both options must be also enabled and configured in the Stripe Dashboard.

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