Authorize.net Integration Now Available!

We’re excited to share that Advisor's Growth has integrated with Authorize.net, offering a smoother way to manage payments. Whether you're already using Stripe or other providers, this new option will enhance transaction processes for both you and your clients.

Step 1: Navigating to Integration Settings
To start, head over to the 'Payments' section and select 'Integrations.' Here, you’ll be able to connect seamlessly with Authorize.net.

Step 2: Get Your Keys
To finalize the setup, you’ll need to retrieve your Authorize.net keys. Don’t worry, there’s a detailed guide available right within the payments page under 'Integrations' to help you find and configure your keys.

Step 3: Test Your Integration
Before launching, it's essential to test the connection. Advisor's Growth simplifies this by offering test cards and detailed instructions, ensuring everything runs smoothly before you go live.

Step 4: Customizing Your Payment Forms
Once the integration is active, new payment fields will be added to your forms, allowing for input like amount, currency, and whether the transaction is a test or live.

Step 5: Calendar Integration
For users with calendars, incorporating payments is easy. Simply edit or create a calendar, and under 'Forms & Payments,' toggle the option to accept payments.

Step 6: Adjusting Payment Settings
Once payments are enabled for your calendar, you can further customize fields like amount, description, and payment mode. However, keep in mind that payment integration isn’t compatible with recurring appointment calendars.