CardConnect

Using Payment Gateways (Reservations)

Q: I want to have guests' credit card charged prior to their arrival for a reservation-based event.

A: CellarPass can be set up to use your own company's payment gateway to charge your guest's credit card. Note: You must have Admin-level access to make any of these changes.

If you don't have a payment gateway, we recommend that you contact your current bank or credit card processing company and find out the list of payment gateways they support. If you have an eCommerce site, there's a good chance you already have a payment gateway. Once you have this information, the next steps is setting it up.

Enabling the Payment Gateway Service
You must first send a support request to our technical service team to enable the service as there's an additional fee related to this service. You can check out your service agreement for more information. Once you have been alerted by our team, you can then follow the next steps.

Payment Gateway Configuration
1. Login into the CellarPass backoffice by going to http://www.cellarpass.com/manage
2. Once successfully logged into the backoffice, select Business from the Main Menu.
3. Next select Apps & Integrations.
4. Scroll down to the payment gateway section. Here it will denote which payment gateway you are currently set up for, or will display "Offline". If you need to change or set your payment gateway, you will need to submit a support ticket to do so by going to https://www.cellarpass.com/support.
5. Once you are setup for your payment gateway, this section will be updated to allow you to complete the configuration.
6. Insert the credentials and other information needed into the form, then click the "Activate"  button.
7. Click the "Save"  button.

Testing Payment Gateway
Before making change to your Events, we recommend that you first make sure that the payment gateway is properly connected to CellarPass. We'll do this by booking a Reservation through the backoffice, overriding the Deposit Policy to be "Charge at Booking".

1. Select Book Reservation from the Reservations tab on the left hand side of your admin page.
2. Select a date, time and click Search
3. Click an available time slot such as 10:00AM (if available)
4. In the Deposit Policy drop down, select Autocharging Upon Booking, Accept Declined option.
5. Change the Fee Per Person to $1.00. This allows us to send a charge to test that your gateway is ready.
6. Fill out the rest of the form using your own email address.
7. Enter a valid credit card number and expiration date.
8. When testing any Reservation, we recommend you add notes to both the Internal and Guest Notes with "TEST TRANSACTION".
9. Click the Complete Reservation button.
10. After the Reservation has been processed, click the View Details button.
11. Click the Payment tab to view the payment status. There should be a clear approval or transaction code that lets you know if the card was successfully charged or not. If the payment failed, there could be two reasons:
a. Your card information is not correct
b. Your card was declined
c. Your gateway credentials are not correct.

Configuring Event's Deposit Policies
You've confirmed that your payment gateway is properly configured and now it's time to edit each of your Events so that you can configure them to auto-charge the credit card. This is done by modifying the "Deposit Policy".

1. Select "Event Manager- RSVP" under "Events" in the Main Menu.
2. Click the "Edit" button to the left of the Event you wish to auto-charge using your payment gateway.
3. On the "Details" section in the Event Editor, look for a drop down called "Deposit Policy".
4. From the available options, select the Deposit Policy you would like to use for the event:
  4a: Auto-Charge Upon Booking
  4b: Auto-Charge Upon Booking (Accept Declined)

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Troubleshooting

‍If you do not receive a "success" message, we suggest that you try the following:

1. Is the credit card valid?

2. Did you enter the correct Zip Code for the Billing?

3. Did you enter the correct security code for the credit card?

4. Are the credentials for the payment gateway valid?

5. Does the credit card have an available limit?

6. Is the payment gateway in "test" mode?

If you need further assistance, please contact your payment gateway service as CellarPass will not be able to assist you with issues stemming from their service.