Payment profiles

Learn how to utilize payment profiles.

Lauren Campbell avatar
Written by Lauren Campbell
Updated over a week ago

Your organization might need to use various payment providers for its events. In such cases, an Eventsforce administrator can set up multiple payment gateways, which are referred to as "payment profiles" in Eventsforce.

Using payment profiles, event creators can easily choose which payment gateway to link with their events.

Set up payment profiles using the following steps:

Create a payment profile

The first step in connecting a payment profile is to create the payment profile.

  1. Go to Settings > Account Payment Settings > Payment Profiles

  2. Click the Plus Icon

  3. Enter a ‘Code’. This is the name that appears in the payment gateway selection process

  4. Enter a ‘Name’ for the payment profile

  5. Click ‘Save’

Connect a payment gateway

To connect a payment profile to a payment gateway:

  1. Go to Settings > Account Payment Settings > Payment Gateways

Note: If you have not yet set up your desired payment gateway, do so before proceeding.

  1. In the ‘Customize Checkout’ section, click the ‘payment gateway for’ dropdown

  2. Select the desired payment profile

  3. Use the toggle(s) to enable at least one method of payment

  4. Click ‘Save’

Notes: You cannot delete a payment profile. If you want to deprecate a payment profile, it is recommended that you rename it a version of “Do not use”.

Select a payment profile for an event

  1. Go to Setup > Financial > Settings

  2. Ensure Payment Setting is set to “Pay by Card” or “Select from Either”

  3. Choose the payment profile from the ‘Payment profile to use’ dropdown

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