Payment methods are the methods your clients can use to pay for products and services at your business. When you open your WellnessLiving account, all default payment methods are enabled, but you can enable or disable payment methods as required. Additionally, you can add custom payment methods, such as a Square credit card reader or insurance.
Key tips
Custom account payment methods must be added to the client profile to be used for the client.
Disabled custom payment methods aren’t available to use or add to client accounts. If a client has a custom payment added to their account and it’s disabled, the payment method is visible on their account, but unavailable for use.
Enable or disable payment methods
To enable or disable payment methods:
Open the App Drawer
then click View All > Setup > Store Configuration > Store Settings.
Scroll down to Payment Methods, click each payment method you want to enable or disable.
Enabled default payment methods appear in blue and enabled custom payment methods appear in green.
Disabled payment methods appear in grey.
Click Save.
Configure accepted credit cards
To configure accepted credit cards:
Open the App Drawer
then click View All > Setup > Store Configuration > Store Settings.
Scroll down to Accepted Credit Cards, set each option to ON or OFF. Credit card types set to OFF can’t be used to make purchases.
Click Save.
Create a custom payment method
To create a custom payment method:
Open the App Drawer
then click View All > Setup > Store Configuration > Store Settings.
Under Payment Methods, click Add Payment Method.
Add the Payment Method Name and select what type of payment method you want the system to Treat Payment As.
This field can’t be changed after creating the payment method.
Select whether Clients can use this payment method in the online store.
Setting this to ON allows you to select whether Clients with a negative account balance can still complete purchase using this payment method.
Click Add.
Modify or delete a custom payment method
To modify a custom payment method:
Notes:
When you delete a custom payment method, it's removed from all associated client profiles.
You can’t delete a custom payment method once it is used in a transaction. This is to preserve your business’s historical records.
Open the App Drawer then click View All > Setup > Store Configuration > Store Settings.
Under Payment Methods, click Edit
next to the payment method you want to change.To modify a payment method:
Make your changes.
Click Save Changes.
To delete a payment method:
Click Delete.
Add a custom account payment method to a client’s account
To add a custom account payment method to a client’s account:
Click Search
at the top of the page and enter the client’s information in the box, then click the client’s name.
On the side menu, click Account > Billing & Account Balance.
At the bottom of the page, click Add Custom Payment Method and select the payment method you want to add.
In the confirmation popup, click OK. This custom account payment method is now available for this client.
Default payment methods in WellnessLiving
Payment method | Description |
Import Accrual | A client’s account balance imported from their previous software.
This option is only available for former Mindbody clients. |
Virtual Terminal | A client’s credit card information can be entered into the WellnessLiving system manually. Future purchases for this client can be paid using the card’s stored information through the Virtual Terminal without the card being present. International payments can be accepted by entering the appropriate country when entering billing information. |
Card Reader | Insert, tap, or swipe supported credit or debit cards in the card reader or chip and PIN terminal to make the purchase. The client’s payment information will be securely stored in WellnessLiving. Future purchases for this client can be made on this card through the card reader without the card being present.
This option is available only in the US at your business’s point of sale. |
Cash | Purchases can be made with physical currency. |
Check | Purchases can be made with a personal or certified check. |
Gift Card | Full gift card integration is included with WellnessLiving. You can create your own gift cards that clients can purchase and use to buy products and services. |
PIN Pad | If you’re using an independent merchant processor then you can use this method to process credit or debit payments.
Payments and refund amounts need to be manually entered into the terminal.
This option is available only at your business’s point of sale. |
Account | Purchases can be made using the client’s account balance. To allow clients to make online purchases and complete purchases with negative account balances, click Edit
|
