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nameVirtual Payment Providers_VPAY.pdf

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Conferma Virtual Payment integration is a premium service, available as a hotel payment option.

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Benefits and Need to Know

  • Click Services tab

  • Click Virtual Payment Providers

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  • Click Virtual Payment List

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  • Clickthe Card Name link for an existing card - To modify existing Site Card

  • Click Add a new virtual payment option - To add a new Site Card

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New Virtual Payment Card

  • Click Add a new site payment card to add a new card

    • Click on box to the right of Activate Card

    • Name: Enter name that define the card, such as what group it belongs to

    • Vendor: Select Conferma

    • Account Code:

    • Agent ID:

    • Booker ID:

    • Restricted:

      • if Yes is selected: User will only have the option to use Site Card

      • If No is selected, the user will have the option to book the hotel with either the VPAY card or credit card from within their individual user account/profile

    • For Hotel: Select Yes

    • Hotel Payment Instructions:  Provide what the payment will cover

    • Click Save

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Add the card to a Set

  • Click Back to Virtual Payment List

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  • Click Virtual Payment Sets

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  • Click Add a new virtual payment set - If creating a new set to apply site cards such as my example below, I have a Set for VIP group,  I need a new set for my manager/default group.

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  • Enter Set Name

  • Click Add Virtual Payment Setting

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  • Select radio button to the right of the card name, of the card you would like to add to the set

  • Click OK

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  • Click Add Card, if you have further cards you would like to apply to the set

  • Click on Save, if there are no other card options you would like to add to the set

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  • Update or confirm your Service Rules have been updated for the appropriate group(s)

    • Click link for further information around Travel Service Rules

    • Area to update within Travel Service rules: Virtual Payment Providers

    • Select appropriate set for group you are updating

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  • Click Save

  • Click Save Priority Changes

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  • Click on changes not applied

  • Click on Commit

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  • Test, Test Test!!!

Update Existing Site Card

  • Click Services tab

  • Click Virtual Payment Providers

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  • Click Virtual Payment List

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  • Clickthe Card Name link for an existing card - To modify existing Site Card

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  • Update information as needed and click Save

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  • Validate the site payment card is assigned to the appropriate Travel Service Rules

  • Click on changes not applied

  • Click on Commit

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  • Test, Test Test!!!

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