In order to store contact information when processing Public Payments using the Mobile Payments App, there are critical steps that must be taken.
When setting up your Purim event payments:
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To properly collect and store Name, Email, Phone Number, or Address information, for public payments you must select "Create New Account" under Public Payment Handling Options in the Guest Checkout settings.
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If "Add to Catch All Account" or "Add as Public Payment" options are selected, this contact information will NOT be saved in ShulCloud or with the payment processor.
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This limitation exists due to privacy and compliance requirements. The ShulCloud team is currently working on alternative solutions.
Creating a dedicated account type:
- Before setting up your payments, go to Admin → My Lists → Account Types.
- Create a new Account Type called "Purim Guest" (or another descriptive name).
- This ensures new guests won't be added to your existing account types.
- Select this new account type when configuring the "Create New Account" option in the Mobile Payments App Setup.
Recommendations for setup:
- Set up your payment configurations well in advance of Purim events.
- Test thoroughly with both admin accounts and non-admin team members.
- Ensure all team members handling payments understand the importance of the "Create New Account" setting.
This information should be shared with all team members handling payment collection during Purim events to ensure proper data capture and storage.
If you have additional questions, please contact Support at questions@shulware.com.