Please Note: This guide is only applicable for users accessing our new Express v2 system. If you have not had your system updated to this version of Express please contact email@example.com for more information.
When you complete an appointment, course of treatment or make a sale, you can now record a payment directly through PPS Express via Dojo.
The integration of PPS Express and Dojo will allow you to seamlessly and securely take payments through PPS Express using the Dojo card machine.
This streamlines the payments process, preventing the need to manually enter the invoice amount into a card terminal and preventing mistakes in typing the wrong amount. The completed payment is also then recorded in PPS Express automatically.
For more information on Dojo explore their website here.
Section 1 - Sign up with Dojo
To begin taking card payments through PPS Express you will need to sign up with Dojo.
Contact firstname.lastname@example.org who can refer you to Dojo so that you can sign up, remember to include your PPS registration number and contact information for reference.
Section 2 - Set up to use Dojo in PPS Express
Once signed up to Dojo you will receive an email from Dojo with your API credentials and Host details. You will then need to enter these credentials into PPS Express in the settings screen.
You will need to be logged into PPS Express as the System Administrator to see the settings for Dojo and be able to add the details.
Navigate to the Settings menu in the top right-hand corner of the screen and then select the Dojo option where you can Add Site.
Here you can activate the terminals and set a friendly name in the Label field so that it can be easily identified if you will have multiples. If you have more than one location you will also be able to link their terminals to a location to make the selection of the terminal easier when processing a payment.
The API Key and the Host details will be provided to you by Dojo when the account is set up.
Once the Site has been added and you have your Dojo card machine you can Manage the Site and Sync the Terminal with your Express system.
Section 3 - Taking payments with Dojo through PPS Express
Once you are set up you can start using Dojo to take payments.
When you navigate to the Diary to complete an appointment you will then see a new 'Pay via Dojo' option.
You can then select the site and terminal to use for the payment and proceed by selecting to Pay via Terminal.