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Link to your brand standards document (Google Drive, Dropbox, Notion, etc.).
Customize labels throughout the app to match your industry's language.
Displayed to clients on the card authorization form. Leave blank to use the default generic text.
Set a password to protect this admin panel. Leave blank to keep the current password.
Credentials are stored in the tenant config file on the server. Use your Authorize.net sandbox for testing.
Connect your Stripe account to accept cards natively — no Basis Theory or Authorize.net required. Stripe.js handles card collection in the browser (PCI-compliant).
Once connected, card forms will use Stripe Elements instead of Basis Theory. Auth holds are created automatically for links with an amount. Auth.net credentials are still used if Stripe is not connected.
PayVault will POST a charge.completed event to this URL whenever a charge transitions to charged. Leave blank to disable.
Connect PayVault to Salesforce to pull live Opportunity data into the SF page. Requires a Salesforce Connected App. How to create a Connected App
https://login.salesforce.com for standard orgs or your My Domain URL for custom domains.Override the system SMTP for this tenant. When configured, all emails for this tenant are sent from these credentials.
Configure automated email notifications. Requires SMTP settings above.
Send card authorization links via WhatsApp using Twilio. Requires a Twilio account with WhatsApp messaging enabled. Learn more
Your public payment portal lets clients look up their booking and save a card without an agent link.
Add a "Pay Now" button to any website with one line of code:
Customize the emails sent to clients. Use %%VARIABLE%% placeholders.
Leave blank to use the built-in default template.
Configure how long card data is kept on file after the service date. Purge runs automatically when configured.
Updates as you type
Define custom fields that appear on all CRM contacts.
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Permanently delete all account data including contacts, invoices, deals, and files. This action cannot be undone.