Selling Online: Difference between revisions
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= Selling Online = | = Selling Online = | ||
Taramala integrates with [https://squareup.com/t/ | Taramala integrates with [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square] to sell dropins, punchcards, subscriptions and event ticketing online. To sell from your website you'll need a Square account which will be used to securely process credit card transactions. Once this setting is in place a 'Purchase' menu entry is available on your [[Studio_Website|studio website]]. | ||
== Sales in non USD Currencies == | |||
If your studio is in another country and you want to support online sales in that countries currency that is supported by Taramala (if that countries currency is supported in Square). Just setup your Square account in the international currency you desire, and Taramala will use the same currency when handling online transactions for your clients. | |||
= Setup = | = Setup = | ||
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Square is used as the default payment processor for all online purchases of punchcards, dropins, subscriptions and events. | Square is used as the default payment processor for all online purchases of punchcards, dropins, subscriptions and events. | ||
Before enabling Square for use in Taramala, you'll need to create a Square account. After this is done, you can enable the Square integration in Taramala. | Before enabling [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square] for use in Taramala, you'll need to create a Square account. After this is done, you can enable the Square integration in Taramala. | ||
* Go to the Taramala Setup/Integrations tab. | * Go to the Taramala Setup/Integrations tab. | ||
* Select the 'Enable Square for Payments' button. | * Select the 'Enable Square for Payments' button. | ||
You'll redirected to your Square account and be prompted to login if you are not already. Then you'll see a page describing the type of access that Taramala will need. | |||
[[File:enable-square.PNG|center|600px]] | |||
You'll be redirected to your Square account and be prompted to login if you are not already. Then you'll see a page describing the type of access that Taramala will need from Square to do payment processing. | |||
* Select 'Allow' | * Select 'Allow' | ||
You'll be redirected back to the Taramala Setup/Integrations tab and the page should now indicate that Square use is enabled. | You'll be redirected back to the Taramala Setup/Integrations tab and the page should now indicate that Square use is enabled. | ||
Once Square payment processing, you'll see a new 'Purchase' tab in the student website. Under the 'Purchase' tab, you'll see options to purchase punchcards. | |||
[[File:Student-account.PNG|600px|center]] | |||
== Enter Descriptions of Punchcards and Subscriptions == | == Enter Descriptions of Punchcards and Subscriptions == | ||
| Line 25: | Line 37: | ||
[[File:sliding-scale1.PNG|500px|center]] | [[File:sliding-scale1.PNG|500px|center]] | ||
= Working with Square = | |||
== Purchases & Invoices == | |||
As drop in and punch card purchases are made, the studio owner is copied on receipts that go out to students. Purchases can also be seen in Taramala on the 'Payments' tab. | |||
== Refunds == | |||
Refunds can be made to students by going into [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square] and [https://squareup.com/help/us/en/article/6116-process-refunds processing the refund]. | |||
= Working without Square = | |||
It's also possible to use Taramala without the Square integration. While it won't be possible for students to make payments or donations online, it will still be possible for them to view and register for classes either using a punch card or registering as a drop in. | |||
When students register for a drop in, they are added to the class but they will be registered as UNPAID. There registration will include a note stating that they should pay at the studio. | |||
[[File:non-square-reg.png|center|500px]] | |||
Also in the teacher app, teachers will receive a warning if there are attendees that have not paid. | |||
[[File:unpaid-attendance.png|center|500px]] | |||
= Handling Unsupported Payment Methods = | |||
Since Square does not support payment methods such as Zelle and Venmo for online payments. You cannot integrate these payment methods directly into the Taramala checkout process. See below for instructions on how to handle different classes of payment methods. | |||
== Processing Zelle Transactions Manually == | |||
Because Zelle is a direct bank-to-bank transfer network and does not operate on credit card rails (like Visa, Mastercard, or Apple Pay), it cannot integrate with standard merchant processors like Square. | |||
If your customers want to pay via Zelle, you must use a manual workaround. | |||
The Workaround: How Merchants Handle Zelle with Taramala | |||
If a client insists on using Zelle, you must process the payment outside of Taramala and record it manually to keep your accounting straight: | |||
==== Step 1: Receive the Payment Externally ==== | |||
# Have the client send the Zelle payment directly to your business's linked bank account using your bank's app. | |||
==== Step 2: Record the Payment in Taramala ==== | |||
# [[Attendance_Tab#Edit_a_Class_Payment_Type_for_a_Student|Update the payment manually]] in the Taramala teacher app. | |||
== Processing Venmo Payments Manually == | |||
Because Taramala does not natively process Venmo transactions directly through its student booking widget, you must receive the funds inside your Venmo app first, and then manually log the transaction in Taramala for bookkeeping and accounting purposes. | |||
==== Step 1: Confirm Receipt in Venmo ==== | |||
# Open your '''Venmo Business''' (or personal) app. | |||
# Verify that the correct payment amount has successfully cleared and is sitting in your Venmo balance. | |||
#* ''Note: Do not record the transaction in Square based on a customer's screenshot; always confirm the funds in your own app first.'' | |||
==== Step 2: Record the Payment in Taramala ==== | |||
# [[Attendance_Tab#Edit_a_Class_Payment_Type_for_a_Student|Update the payment manually]] in the Taramala teacher app. | |||
Latest revision as of 10:57, 17 July 2026
Selling Online
Taramala integrates with Square to sell dropins, punchcards, subscriptions and event ticketing online. To sell from your website you'll need a Square account which will be used to securely process credit card transactions. Once this setting is in place a 'Purchase' menu entry is available on your studio website.
Sales in non USD Currencies
If your studio is in another country and you want to support online sales in that countries currency that is supported by Taramala (if that countries currency is supported in Square). Just setup your Square account in the international currency you desire, and Taramala will use the same currency when handling online transactions for your clients.
Setup
Enabling Square Access
Square is used as the default payment processor for all online purchases of punchcards, dropins, subscriptions and events.
Before enabling Square for use in Taramala, you'll need to create a Square account. After this is done, you can enable the Square integration in Taramala.
- Go to the Taramala Setup/Integrations tab.
- Select the 'Enable Square for Payments' button.
You'll be redirected to your Square account and be prompted to login if you are not already. Then you'll see a page describing the type of access that Taramala will need from Square to do payment processing.
- Select 'Allow'
You'll be redirected back to the Taramala Setup/Integrations tab and the page should now indicate that Square use is enabled.
Once Square payment processing, you'll see a new 'Purchase' tab in the student website. Under the 'Purchase' tab, you'll see options to purchase punchcards.
Enter Descriptions of Punchcards and Subscriptions
In Taramala, goto Setup/Packages and enter a description of the punchcards and subscriptions. This description will then show up in the studio website.
How Do Students Purchase Dropins?
Dropins are not available on the purchase tab such as punch cards and subscriptions. This is because a dropin is purchased with a specific class in mind. For that reason, it's visible as an option on the class page as shown in the picture below.
Sliding Scale Payments
When you set up a sliding scale payment you can specify a min/max price range and also a suggested price within that range. The picture below shows what students see when they make a purchase.
Working with Square
Purchases & Invoices
As drop in and punch card purchases are made, the studio owner is copied on receipts that go out to students. Purchases can also be seen in Taramala on the 'Payments' tab.
Refunds
Refunds can be made to students by going into Square and processing the refund.
Working without Square
It's also possible to use Taramala without the Square integration. While it won't be possible for students to make payments or donations online, it will still be possible for them to view and register for classes either using a punch card or registering as a drop in.
When students register for a drop in, they are added to the class but they will be registered as UNPAID. There registration will include a note stating that they should pay at the studio.
Also in the teacher app, teachers will receive a warning if there are attendees that have not paid.
Handling Unsupported Payment Methods
Since Square does not support payment methods such as Zelle and Venmo for online payments. You cannot integrate these payment methods directly into the Taramala checkout process. See below for instructions on how to handle different classes of payment methods.
Processing Zelle Transactions Manually
Because Zelle is a direct bank-to-bank transfer network and does not operate on credit card rails (like Visa, Mastercard, or Apple Pay), it cannot integrate with standard merchant processors like Square.
If your customers want to pay via Zelle, you must use a manual workaround.
The Workaround: How Merchants Handle Zelle with Taramala If a client insists on using Zelle, you must process the payment outside of Taramala and record it manually to keep your accounting straight:
Step 1: Receive the Payment Externally
- Have the client send the Zelle payment directly to your business's linked bank account using your bank's app.
Step 2: Record the Payment in Taramala
- Update the payment manually in the Taramala teacher app.
Processing Venmo Payments Manually
Because Taramala does not natively process Venmo transactions directly through its student booking widget, you must receive the funds inside your Venmo app first, and then manually log the transaction in Taramala for bookkeeping and accounting purposes.
Step 1: Confirm Receipt in Venmo
- Open your Venmo Business (or personal) app.
- Verify that the correct payment amount has successfully cleared and is sitting in your Venmo balance.
- Note: Do not record the transaction in Square based on a customer's screenshot; always confirm the funds in your own app first.
Step 2: Record the Payment in Taramala
- Update the payment manually in the Taramala teacher app.
