The purpose of this article is to help you learn how to:
- Create a BrainTree account
- Flush out any test data
- Connect PayPal as your payment processor
Creating a BrainTree account
First, you will have to create a BrainTree account, a service by PayPal.
For questions about how to set up your Stripe account, please contact BrainTree Support for more information.
Flush your test data
Next, if you haven't done so already, you will need to flush the test data out of the system. Every new BookingKoala account includes a few fake customers, providers, and bookings to better help you understand the system and test your settings. It is important to flush the test data before incorporating your payment processor, as any existing bookings with payment options may affect the accuracy of your revenue and earnings reports.
To flush the test date, go to:
Settings > General > Store Options > Admin Tab
At the very bottom of the page, click the red Flush Test Data button. A pop-up box will appear, confirming you would like to delete the data. Select Yes to continue.
Please note: if the Flush Test Data button or section is missing, the data has already been deleted and you can proceed with the next step.
Connecting your BrainTree account to BookingKoala
Once an account is made, you will need to capture all the necessary keys and tokens to add inside BookingKoala under:
Settings > General > Store Options > Admin:
To get your BrainTree tokens please click here.
Once you've gathered your keys and credentials click the green button 'Save'.
Now your BrainTree account is active and you can accept credit and debit card payments.
Each time a user is charged the amount will be deposited into your BrainTree account. From there you can decide where funds get deposited. To connect your bank accounts so funds go from BrainTree to your desired bank account, please click here.
Note: Make sure your BrainTree is confirmed and activated to avoid future errors. Follow the information under your BrainTree account to make sure your BrainTree account is live and ready to go. The activation process may take several days.
Also keep in mind that PayPal/BrainTree does NOT allow multiple locations under the BrainTree account like Square and Stripe does and you will not be able to collect cards under different accounts per location.
If it is necessary for you to do that, we recommend you use Stripe or Square.
**Note** When placing your details, remember that for the Tokenization Key you can place test details to test fake payments which is called "Sandbox" and when you are ready to start accepting credit and debit cards then you will want to place the live details which is called "Production".