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Payments ​

Payment settings control which provider handles paid checkout for widgets and staff sales.

Viewing Payment settings requires brands:read. Connecting or reconnecting a provider, editing its credentials, or changing the default provider requires brands:update. These permissions govern provider configuration. Point of Sale and payment records separately require payments:read; that permission does not open Payment settings.

Supported providers ​

  • Stripe: connect or reconnect from Payment settings.
  • Square: connect or reconnect from Payment settings.
  • PayPal: enter the Client ID, Secret Key, and Webhook ID. All three are required to make PayPal the default provider, because recurring memberships are only started by a webhook delivery and a delivery cannot be verified without its ID. PayPal handles one-time and recurring (monthly/yearly) checkout, but is off until support turns it on for your account, see PayPal activation for the full steps.

The selected default provider handles paid checkout where Sauna CRM needs to collect money for bookings, plans, packs, gift cards, or products.

Setup steps ​

  1. Open Payment settings.
  2. Connect the provider you want to use.
  3. Set it as the default provider.
  4. Confirm Tax settings.
  5. Run a test checkout from Point of Sale and the booking widget.

Troubleshooting ​

  • If widget checkout fails, confirm the provider is connected and the website domain is allowed.
  • If totals look wrong, review tax settings and item pricing.
  • If staff cannot open Payment settings, confirm they have brands:read. If they can view the page but cannot change a provider or credentials, confirm they have brands:update.