This guide overviews Admin setups for PayCloud that will affect how the member will interact and engage with the payments system.
Required Permissions
Paycloud Admin
s They Are "Restricted"
There are three places in CMA that can cause a Restricted status in PayCloud. They are the Web Settings in the member's profile, the Rules tab under their Member type settings, and the Rules tab under their Member Status Definition settings.
Web Settings in Member's Profile
Go to the Manage Member's Grid and edit the member in question.
Expand Membership on the left hand side and click Web Settings.
Review the Restrict Web Login checkbox to confirm this is unchecked.
Click Save and Close.
Member Type Rules
Navigate the Membership drop down from the top menu bar and click Types.
Open the Member Type connected to the Member in question.
Click on the Rules Tab.
Review the Restrict Web Login checkbox to confirm this is unchecked.
Click Save.
Member Status Definition Rules
Navigate to the Membership drop down from the top menu bar and click Status Definitions.
Open the Status connected to the Member in question.
Click on the Rules tab and review the Restrict Web Login checkbox to confirm this is unchecked.
Click Save.
Once these three area have been reviewed, go back to the Clubessential CloudEndpoint Editor and manually sync the Member using the steps outlined above under Syncing Member Information.
Best Practices
When adding a new System User and creating the password, the password must be longer than six digits, needs one uppercase character, and one numerical character.
When adding a new System User, use the Staff Member’s email address when creating a Username. Typically, the email address is unique and will not be be duplicated by another user.
To obtain current information on ACH, or Credit Cards, you have the option to contact your payment processor and they export the information to a CSV file for an easy upload. This process tends to vary so if you have any questions please contact Clubessential for clarification.
Reconcile Processor data to Clubessential/Paycloud data timely, ensuring any rejections are manually adjusted in the Office batches.
FAQs
Q: What if our Club does not want to allow Members to schedule a payment on a certain day or days of the month (ie - month end)?
A: Use the blackout feature to prevent Members from making/scheduling payments on a certain day. Click here for more info.
Q: How do I change the landing page my Members see when they first log-in to Paycloud?
A: Go to System, Club Settings, Website Tab. Click here for more info.
Q: How do I batch my PayCloud payments and post them?
A: PayCloud automatically batches and sends payment batches to the Clubessential Office system. To post, go to Membership, Approve Payment Batches, select batch to post, and click post. For more info, click here.