Overview
The following article outlines how to complete your key and payment settings for your Arlo platform.
In this article
Key settings
- From the Dashboard select Key settings. Note: If you cannot see the Settings widget, you need to Reset Your Dashboard by clicking the drop-down in the top right-hand corner of the platform. Learn more about the getting started widgets.
- In the Company Information section, enter the information requested.
- In the Contact Details section, enter the information requested.
- In the Communication Details section, enter the information requested.
- In the Signature Logo section, upload the logo which you would like to use in your Arlo communication.
- Select the Terminology you would like your Arlo platform to use for Events.
- Enter in your Invoice and Order settings. Note: Read more information on editing your terms and conditions and view examples of commonly used Terms and Conditions.
- Scroll to the top of the page and press Save or Save and Close.
- Once these settings have been configured, tick the item off the settings widget on the dashboard.
You can also update these settings by following this process.
- Select Settings from the main menu.
- Select Key Settings
Payment settings
Note: If you are adding a Credit Card Payment Gateway, after completing this process, we recommend setting up a test order, to ensure your payment gateway is working as expected. You can complete this as part of your checklist to launch.
- From the Dashboard select Payment Methods. Note: If you cannot see the Settings widget, you need to Reset Your Dashboard by clicking the drop-down in the top right-hand corner of the platform. Learn more about the getting started widgets.
- Complete one of the following processes:
Add a credit card payment method
- Press Add Payment Method.
- Select Credit Card.
- Select your Credit Card Gateway Provider.
- Follow the instructions below for the gateway you have selected.
Add a payment method (excluding credit card)
- Press Add Payment Method.
- Select the Payment Method you would like to add from the drop-down, e.g. Invoice.
- Choose the Order Approval and Payment Due settings for the Payment Method. Note: Where an order contains a registration for an event that is running prior to the default due date, the due date will be updated to the date of the event to ensure payment is received before the event starts.
- Choose if the method should available for registrants to select on your website checkout. Note: If you do not select this, the payment method will be available internally only.
- Choose the Payment Label. If you add a label, it will still display the default payment name, with the label added to the end of the default name within the Management Platform.
- Choose the Payment Messages to be displayed with the Payment Method on the checkout.
- Scroll to the top of the page and press Save or Save and Close.
- Repeat this process for any other payment methods you need to add.
Choose default payment methods
- Select from the drop-down the Website and Management platform default payment methods. Note: Only the payment methods you have made available on the website will be displayed in the website field.
Remove a payment method
- Hover over the payment method you would like to remove.
- Click Remove. Note: If this was one of your default payment methods, you will need to add a new default method in its place.
Regions
If your platform has multiple regions, you will need to fill in the key and payment settings that you would like available for each region. You can do this by switching between each region at the top of the key and payment settings. If you have a high number of regions, there will be a drop-down.
Important: You must save each time before moving to a new region, or the settings will not be retained e.g. Complete settings for New Zealand, press Save and then select a new region.
You can also update these settings by following this process.
- Select Settings from the main menu.
- Select Payment Settings.