InstaMed payment gateway

This topic assumes that you already have an InstaMed account and administrator-level access to it. For more information, see Introduction to paid registration.

Please note

We strongly recommend that, after you have the Trumba-InstaMed connection set up, you thoroughly test the entire paid registration process to ensure that credit card payments work, money actually gets added to your InstaMed account, and you can successfully process a refund.

Doing a thorough test run uncovers any problems related to your Trumba event registration and payment gateway setup or to your InstaMed account settings (that have nothing to do with Trumba).

Tip The best approach is to create and publish a separate test calendar that uses the same settings as your live calendar. Then, you can set up paid registration on an event that you add to that test calendar. Once you confirm, by running through the entire registration, payment, and refund process, that things are working correctly, you can move the event from the test to the live calendar.

Set up a connection between Trumba and InstaMed

To set up a Trumba-InstaMed connection

1. In the Trumba editing environment, under Tasks, click Manage payment gateways.

   

2. Click Add Gateway, and then for Gateway Type, select InstaMed.
3. Under InstaMed Account Info:
   1. Type a label that will appear as this gateway’s name.

      This name appears in lists and selections within the Trumba editing environment.

   2. Type your InstaMed Account ID, Merchant ID, Store ID, Terminal ID, API Key and API Secret (password).

      Tip For help locating any of this information, please contact your InstaMed representative.

   3. Under Available Calendars, select the calendars you want to link with this payment gateway.

      This list shows calendars that you own that are not connected to another gateway.

   4. Other Calendars lists those that are assigned to a different payment gateway, which you can select to switch to this new gateway.

      Important If you're not familiar with how changing the gateway affects existing paid-registration events, ignore this step for now. You can change a calendar’s payment gateway at any time. To learn more, see Change payment gateways.

   5. Click OK.
4. To return to the editing environment, click Done.

Ok, I added InstaMed as a payment gateway. Now how do I set up events for paid registration?