CounSol User Guide

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Set Up CardConnect Merchant Gateway

To electronically process credit card payments through CounSol.com, you must be registered with an approved merchant account gateway. With years of partnership and a reputation for impeccable customer service, we are proud to have CardConnect as our preferred merchant gateway. Once you have signed up for a merchant gateway account you will link with your account with CounSol.com to allow processing payments from and to your clients' credit cards as necessary.

Note: CardConnect is the cheapest and most frequently used option for integrating with Counsol.com. For a list of other merchant account gateways (Square, Stripe, etc.) available for integrating with your account, and instructions for connecting them, please contact your personal account manager.

ON THIS PAGE:

•Sign up for a merchant account with CardConnect

•CardConnect Customer Support

How to sign up for a merchant account with CardConnect:

1. Select the Settings icon and then the Practice Settings tab.

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2. Select the Payment Processing option from the menu options on the left.

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3. Review the sign up details and exclusive rates offered by CardConnect to CounSol.com members. Click the sigup link to be taken to the enrollment page.

4. After completing the appropriate, you will receive an email confirmation from CardConnect enabling your account. Once your CardConnect account is enabled return to the Setting > Practice Settings > Payment Processing page.

5. Click the green Setup link at the bottom of the page.

6. Enter your Account ID and Secret Key (found within your CardConnect account). Then click Save.

NOTE: To locate your Account ID and Secret Key, visit the CardConnect Gateway and login to your account. Click on "Admin" > "Accounts" > "List," and then select "View". Your Account ID is listed under "Account Information" on the right hand side. To locate your secret key, scroll down to the "Website Integration" section.

You will be directed back to the Merchant Account Gateway settings page where you will see:

Your practice is set up to use CardConnect.com for card payments.