This guide applies to communities switching from Zego or Rotessa as their sole payment provider to Embedded Payments powered by Stripe.
Workspaces using Zego or Rotessa for online payments, can now switch to our Embedded Payment solution, which lets you manage payments directly within the platform. This user guide outlines how to assign your Embedded Payment account to your Amenities, Status Certificates, and Online Payments. Your existing payment provider will continue to be used until you formally switch over these modules.
Note: Once you migrate to Embedded Payments you cannot switch back to Zego or Rotessa.
1. Contact your Customer Success Manager or the Support team and ask for your workspace to be migrated to Embedded Payments.
2. After your account has been migrated, select Setup from the user menu.
3. Pick Payment Setup from the main menu.
Note: You must be part of the Payment Administrators group to have access to the Payment Setup section.
4. Your current payment provider will be listed beside your Amenities and Other Modules. Begin by creating an Embedded Payment account for your community. Refer to the following guide for detailed instructions: How to Set Up an Embedded Payment Account for Your Workspace.
4. Once you have created and verified your Embedded Payment account, change the payment provider for each amenity and module by selecting Switch.
5. In the pop-up window, confirm your Embedded Payment account is selected and type "Switch Account" in the field provided. Once completed click, Switch Account to finalize the change.
The following process will apply for each payment type:
Amenities: New Bookings will be processed using the new payment account. Any existing bookings will continue to be processed using the original payment account.
Online Payments:
- Any existing recurring payments will be automatically cancelled, and records can be viewed in Manage Payments.
- Residents will be notified by email of their recurring payment cancellation.
- Any existing resident saved payment methods will no longer be available.
- Any existing un-approved Assets will continue to be processed using the original payment account, once they are approved.
Status Certificates: New orders will be processed using the new payment account. Existing orders will not be affected.
6. The payment provider has now been changed for the selected Amenity. The switch option has also been removed since there is only one active Embedded Payment account for the workspace.
Continue this process until all your amenities and modules have been switched to an Embedded Payment account.
Multiple Embedded Payment Accounts
If your community has multiple Embedded Payment accounts, or is part of a Portfolio that has an Embedded Payment account, the Switch option will always be available for your Amenities, Status Certificates, and Online Payments.
Refer to the following guide for instructions on how to create a Portfolio Embedded Payment account: How to Set Up an Embedded Payment Account for Your Portfolio
Additional Resources
- How to Issue a Full or Partial Refund in Embedded Payments
- How to Capture a Deposit in Embedded Payments
- How to Manage Disputes in Embedded Payments