General steps to configure and use Windcave hosted payments
It is important to know the general steps to configure and use Windcave hosted payments.
This table gives each general step and the related documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | A practice manager speaks to Windcave customer support and makes sure that they have a Windcave account with the correct configuration. | Not applicable. |
| 2 | A practice manager configures the Windcave hosted payments integration. | Configure the Windcave hosted payments integration |
| 3 | A practice manager configures a dedicated payment method for Windcave hosted payments. | Configure a payment method for Windcave hosted payments |
| 4 | Staff members use the dedicated payment method to receive payments from clients. | Receive a payment with Windcave hosted payments |