Set Up Credit Card Processing

Before you can process credit cards in Service Autopilot, you must sign up for merchant services with our integrated payment partner - Clearent.
To add a credit card processor to your SA account, follow these steps:

  1. Go to Settings > Integrations.
  2. Enter the Clearent API Key, as provided by Clearent:


  3. Enter the Clearent Public Key, as provided by Clearent. 
  4. Check the box next to Send payment receipt if you would like your clients to receive an emailed receipt for their credit card transactions.
  5. Scroll to the bottom of the page and click Save Changes.
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