The Payment Methods section in the Blink Management Dashboard allows administrators to configure and manage payment options for events easily. This guide covers how to set up, edit, and organize payment methods, activate or deactivate options, and ensure a seamless, secure payment experience for attendees.
Accessing the Payment Methods Tab
To open the Payment Methods tab in the Blink Management Dashboard, follow these steps:
Log in to the Blink Management Dashboard using your admin credentials.
From the left-hand Navigation Menu, locate and click on Badges.
Under the Badges dropdown, select Payment Methods.
You will be directed to the Payment Methods tab, which displays all the available payment gateways configured for the platform.
Overview of the Payment Methods Tab
The Payment Methods tab overviews the different payment gateways integrated into your Blink event management system. Each entry in the list offers the following details:
Name: The name of the payment method (e.g., ApplePay, Check).
Provider: The gateway provider for the respective payment method.
Display: Indicates where the payment method is available (e.g., "All" means available for all event transactions).
Status: Shows whether the payment method is Active or Inactive.
Key Navigation Bars and Features
+ New Payment Method:
This button in the top right corner allows you to add a new payment gateway. Clicking this button will open a form to configure a new payment method.Edit (Pencil Icon):
To edit the details of an existing payment method, click on the pencil icon next to the method you want to update. This will open an editable form where you can modify the payment method's settings.Status Toggle:
Each payment method has an Active/Inactive status displayed next to it. Active methods are available for event transactions, while inactive methods are not. You can change the status by editing the method's settings.
Adding new Payment Methods
In the Blink Management Dashboard, admins can add new payment methods that can be used to process transactions within the platform. Here’s a step-by-step guide to help you create a new payment method:
Steps to Create a New Payment Method:
Navigate to the Payment Methods Tab:
From the Blink Management Dashboard, locate the Badges section in the left-hand navigation menu.
Under Badges, click on Payment Methods.
On the Payment Methods screen, click the + New Payment Method button in the screen's top-right corner.
Payment Details Screen: Once you click the + New Payment Method button, you will be directed to the New Payment Method configuration screen, where you can input details about the new payment method. Here's a breakdown of each field:
Provider (Required):
This dropdown allows you to select the payment provider for this method. Providers could include payment gateways
Name (Required):
Enter the name of the payment method. For example, if you're setting up "XXX," you can enter "XXX" as the name.
Description:
Add any necessary details about the payment method. You can include internal notes or any specific instructions about this method.
Auto-Capture:
Here, you can configure whether to automatically capture payments or not. You can use the app's default setting or manually configure it to capture payments immediately or later.
Display (Required):
Choose where this payment method will be displayed. Options may include settings like "All," indicating the payment method will be visible and available for all events.
Status (Required):
Select the current status of the payment method. If you want this method to be active and available for users to choose, select "Active." If you want to turn off this method, select "Inactive."
Saving the Payment Method:
After filling in all the necessary details, review the information to ensure everything is correct.
Click the Save button at the top right of the screen to finalize and add the payment method to your list.
Cancel:
If you decide not to create a new payment method, click the Cancel button at the top right to exit without saving any changes.
💡Tips
The Provider, Name, Display, and Status fields are mandatory. Please complete them before saving the payment method.
Always double-check the Auto-Capture setting based on your event requirements, as it affects when customer payments are captured.
Edit a Payment Method
By following the upcoming steps, you can easily edit and update existing payment methods in the Blink Management Dashboard, ensuring they meet the needs of your events and users.
Navigate to the Payment Methods Tab:
From the Blink Management Dashboard, locate the Badges section in the left-hand navigation bar.
Under Badges, click on Payment Methods to view the available payment methods.
Select the Payment Method to Edit:
In the Payment Methods tab, you will see a list of all active and inactive payment methods.
Click the pencil icon (edit icon) next to the payment method you want to edit. This will open the Payment Details page for that particular method.
Payment Details Screen:
Once you've selected the payment method to edit, you will be taken to the Payment Details screen. Here, you can update the following fields:
Provider:
This field shows the current payment gateway provider. You can update or switch providers if needed.
Name:
You can change the name of the payment method. For example, if it's "XXX," you can update it to "XXX" Payments" or a more descriptive label based on your preference.
Description:
You can add or modify the description of the payment method. This could include internal notes or additional information about the payment method.
The rich text editor allows you to format the description using bold, italics, lists, and more.
Auto-Capture:
Update whether you want the system to automatically capture payments or not. The options might include using the app default (false) or setting a custom capture configuration.
Display:
Choose whether the payment method will be displayed on specific events or platforms. You can set it to "All" to apply it to all use cases or limit its display to specific scenarios.
Status:
Change the status of the payment method between Active and Inactive.
If set to Active, users can select this payment method during transactions. If set to Inactive, the payment method will not be available.
Save the Changes:
After updating the desired fields, click Save at the top right corner of the screen to apply the changes.
Cancel changes:
If you decide not to apply any changes, click Cancel at the top right to exit without saving the updates.
Delete Payment Method
Lastly, if you would like to delete the active payment method after it's already configured, you need to follow the below simple steps for deletion.
Steps to Delete a Payment Method:
Navigate to the Payment Methods Tab:
From the left-hand menu, go to Event Config.
Under Badges, click on Payment Methods. This will display a list of all the payment methods available in your system.
Select the Payment Method to Delete:
Identify the payment method you want to delete from the list.
Click the pencil icon next to the method you wish to delete. This will redirect you to the Edit Payment Method screen.
Access the Delete Option:
Once you're in the Edit Payment Method screen, locate the Delete Method button in the top-right corner of the screen.
Delete the Payment Method:
Click on the Delete Method button. A pop-up message will appear, asking you to confirm the deletion of the payment method.
Select Confirm to proceed with the deletion, or Cancel if you do not wish to delete the method.
Save Changes:
Once you have confirmed the deletion, click Save to finalize the changes.
💡Tips:
Once a payment method is deleted, it cannot be recovered. If unsure, consider deactivating the method by setting the Status to Inactive instead of deleting it.
Deleting a payment method will remove it from the system entirely, and users will no longer be able to choose it during transactions
Frequently Asked Questions
How do I add a new payment method to my event?
How do I add a new payment method to my event?
Navigate to the Payment Methods tab under the Badges section in the left-hand menu. Click on the New Payment Method button at the top-right corner. Fill in the required fields, such as Provider, Name, and Status, then click Save to apply the changes.
How can I edit an existing payment method?
How can I edit an existing payment method?
Yes, you can. In the Payment Methods tab, locate the payment method you want to edit and click on the pencil icon. Update the necessary details in the Payment Details screen and click Save to apply the changes.
How do I deactivate a payment method?
How do I deactivate a payment method?
To deactivate a payment method, click the Payment Methods tab and the pencil icon next to the method you want to deactivate. Change the Status to Inactive, and click Save. This will prevent users from selecting the payment method during transactions.
What does the 'Auto-Capture' option mean?
What does the 'Auto-Capture' option mean?
The Auto-Capture option controls whether the system will automatically capture payments once an order is completed. You can configure it to use the app's default settings or customize it to auto-capture (true) or manually capture (false) payments.
How can I delete a payment method?
How can I delete a payment method?
Deleting a payment method might not be possible directly from the dashboard. Instead, you can set the payment method's Status to Inactive to prevent it from being used. If you require further assistance, contact your system administrator.