Configuring Payments with International Bancard
TherapyAppointment offers integrated credit card processing with International Bancard (IBC).
If you have a physical terminal you can download or view a PDF of the terminal set up guides:
🖥️ Ethernet Set Up Guide or 📶 Wifi Set Up Guide.
A physical terminal is not required to process credit cards in TherapyAppointment, you can use a virtual terminal as well.
In this Article:
- Removing Cayan / TSYS Credentials
- Retrieve Your Public and Private Tokens from International Bancard
- Account Setup
- Taking Payment Options
Removing TSYS Credentials
- Practice Settings (left menu)
- Select Billing & Insurance (top tab)
- Navigate to the 'Payment Processing' section
- Click the blue button:
- Here you'll see a similar screen:
- Select the button below (a warning will appear on the next screen, confirming the decision)
- Click the button
This is due to a technological and security limitation: we cannot transfer saved card data from one card processor to another
- Follow the next steps detailed, including retrieving your tokens, then inputting them.
Retrieve Your Public & Private Tokens from International Bancard
Locate the recent International Bancard email received. This will provide the link needed for integrating card processing.
It will look something like this:
Follow the directions to log in to your Merchant Passport Account:
🌐 International Bancard Merchant Portal
Once Logged in:
- On the left menu click Business Info
- Scroll to the bottom of the page under the heading PassportConnect.
- You will see both a Public and Private Token
- Copy these tokens IN THEIR ENTIRETY, including the words ‘public_ ‘ at the beginning of the token:
It is recommended to copy and paste both token values on a notepad application, then keep that open and return to TherapyAppointment to enter those values.
Account Setup
Once you have those two values, in TherapyAppointment go to:
- Practice Settings (left menu)
- Select Billing & Insurance (top tab)
- Navigate to the Payment Processing section
- Click Configure:
- Select
- This will bring you to the token entry:
- Copy and paste those Public and Private token values you saved from the above steps here
- Once both values are entered, click Save
Congratulations 🎉
You are now ready to take a payment!
Taking Payment Options
info Once integrated, for more information about payments including:
- Adding cards (staff and client end) including during registration
- Take a payment (staff) and make a payment (client)
Article: Accept or Take a Payment