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ONLINE LICENSING

In document BLUEFIN PAYMENT PROCESSING (Page 31-45)

For Online License payment transactions a separate merchant account number and login to PayConex will be provided by Bluefin. A Hosted Payment Form for Sale and Refund will need to be created. The Refund form will allow you to process a refund for an Online Licensing transaction from the Receipt screen within PetPoint.

ONLINE LICENSING (SALE) TRANSACTION FORM SETUP:

An Online Licensing (Sale) form should have the following settings:

Please be very careful in setting up the form as displayed below, otherwise it will not work correctly and may also result in loss of transactions in PetPoint.

IMPORTANT NOTE: HTTP VS. HTTPS

The URLs listed in the Response Handling and Form Timeout Sections on the setup for the Sale Transaction Form may need to be set up differently based on which version of the Online Licensing I-frame code you currently have added to your website. If you use a secure and encrypted link (https) in the I-frame code, you will want to alter the URLs shown below to point to https://sms.petpoint.com/licensing... With a standard link to the non- secure version (http) you will need the URLs to point to http://sms.petpoint.com/licensing..., as shown below. Contact your web administrator if you need a recommendation on which URL to use.

GENERAL SECTION:

RESPONSE HANDLING SECTION:

Receipt Page URL: http://sms.petpoint.com/licensing/BFLicResponse.aspx

Decline Page URL: http://sms.petpoint.com/licensing/BFLicResponse.aspx

Form Cancellation URL: http://sms.petpoint.com/licensing/BFHandler.aspx?Cancel=lic

FORM TIMEOUT SECTION:

Timeout Redirect URL: http://sms.petpoint.com/licensing/BFHandler.aspx

APPEARANCE SECTION:

Form: E7F7D6 Fields: FFFFFF Borders: CCCCCC Text: 000000 Page Title: Payment Form

Header Text: SALE TRANSACTION

Footer Text:

IMPORTANT: Using 'Back / Refresh / Cancel' button after 'Process Payment' will not stop the transaction being processed and may result in a double charge.

CUSTOM FIELDS SECTION:

Click on “Display” link to make the Custom Fields section show.

Click on “Add New Group” button and add three groups exactly as displayed below:

Field Name Field Label Field Context

custom_id invoice_number hidden

opr_page operation_screen hidden

transaction_id Note TransactionID display_only

Please click “Update Form” button at the bottom to save the setup.

CREATE THE REFUND FORM FOR YOUR ONLINE LICENSING ACCOUNT

Begin by Copying or Creating a New Form, as before. Note that the Refund Form for Online Licensing is set up the same as the Refund Form for Store transactions in the previous section.

ONLINE LICENSING REFUND (STORE) TRANSACTION FORM SETUP:

A new or copied Online Licensing Refund (Store) form should have the following settings:

GENERAL SECTION:

Receipt Page URL: https://sms.petpoint.com/sms3/forms/BFRefund.aspx

Decline Page URL: https://sms.petpoint.com/sms3/forms/BFRefund.aspx

Form Cancellation URL: https://sms.petpoint.com/sms3/forms/BFHandler.aspx?Cancel=ref

Please ensure your PetPoint bookmark you use to log in from your computer is set to

https://sms.petpoint.com/sms3 to synchronize with the hosted payment form. This is an essential step to make sure that transactions are correctly processed through your account.

FORM TIMEOUT SECTION:

Timeout Redirect URL: https://sms.petpoint.com/sms3/forms/BFHandler.aspx

Please ensure your PetPoint bookmark you use to log in from your computer is set to

https://sms.petpoint.com/sms3 to synchronize with the hosted payment form. This is an essential step to make sure that transactions are correctly processed through your account.

APPEARANCE SECTION:

Form: E7F7D6 Fields: FFFFFF Borders: CCCCCC Text: 000000 Page Title: Refund Form

Header Text: REFUND TRANSACTION

Footer Text:

IMPORTANT: Using 'Back / Refresh / Cancel' button after 'Process Payment' will not stop the transaction being processed and may result in additional charge.

CUSTOM FIELDS SECTION:

Click on “Display” link to make the Custom Fields section show.

Field Name Field Label Field Context

custom_id invoice_number hidden

opr_page operation_screen hidden

transaction_id Note TransactionID hidden

Please click “Update Form” button at the bottom to save the setup.

ONLINE LICENSING SITE - ADD/EDIT SITE PAYMENT PROCESSING

Set up the Payment Processing section of the Add/Edit Site screen, which has been specifically created for an Online Licensing client portal placed on your website. Make sure the “Is Online Licensing Site” checkbox has been checked.

An existing site cannot be used as an Online Licensing site, as your facility’s credit card and online license credit card processing are different types of processes and should be kept separate. For more instruction on Online Licensing, click here to access PetPoint's Online Help Guide.

WEBSITE REQUIREMENTS FOR ONLINE TRANSACTIONS

In order to use Bluefin for payment processing online, your website must meet certain criteria:

1. Complete description of goods and services, including delivery methods. Note: You must be able to provide Bluefin and link to this description.

2. Currency of transaction provided.

3. Return / Refund Policy described in full detail so cardholders know their options before purchasing the product / service.

4. Primary contact, including e-mail address or telephone number Note: This can be on the main website page.

5. Address of your permanent establishment. This information may be display on any page within your website, but must be readily accessible to a cardholder, and remain displayed for at least 90 calendar days after the last day on which a transaction was performed. Note: Same as contact information. 6. Privacy Policy is clear and concise with disclosures on what information is collected and tracked and with

whom it is shared. Note: See Privacy Policy examples below.

If all of the requirements are not completed by the time the merchant account is set up, they will approve the account with restrictions (Conditional Approval). All sales will be held with a 100% reserve until your website has met all of the requirements. Once all website requirements are met, please [email protected] to review and request a release of these funds.

Failure to comply with the requirements established by Bluefin could result in the inability to retrieve your funds. Please contact Bluefin with any questions or concerns.

PRIVACY POLICY EXAMPLES

*Note: The examples provided below are to assist you in writing your own policies. You can use any wording seen below to customize your policies for your business. These examples correspond to the Website Compliance Checklist items for 1). The Terms & Conditions, 2) the Return/ Refund Policy, and 3) the Privacy & Security Policy.

Example Client #1: (short version) Terms & Conditions

Information published on this web site is provided for the use of its visitors and you are advised that, although care has been taken to ensure technical and factual accuracy, some errors may occur. No guarantee is given of the accuracy or completeness of information on these pages. Please be aware that XYZ SHELTER may alter the information on its web site from time to time. XYZ SHELTER shall have no liability arising from the use by any party of the information on this web site. XYZ SHELTER does not warrant the information on this web site in any way and in particular no warranty is given that the web site or its contents or hypertext links are virus free or uncontaminated. You are advised to make your own virus checks and to implement your own precautions in this respect. XYZ SHELTER exclude all liability for contamination or damage caused by any virus or electronic

transmission.

Return / Refund Policy

 Payment for all classes must be received 14 days prior to the scheduled class date to ensure your seat.

 Cancellations within 14 days will not be refunded.

 Cancellations prior to 14 days will receive a credit towards a future class based on availability and similar cost.

Privacy & Security Policy Commitment to Data Security

Your personally identifiable information is kept secure. Only authorized employees, agents and contractors (who have agreed to keep information secure and confidential) have access to this information. All emails and

newsletters from our sites allow you to opt out of further mailings.

XYZ SHELTER will never sell trade, rent, exchange or otherwise share your personal information with any other person, company or organization.

Example Client #2 Contract Terms & Conditions

All services purchased from XYZ SHELTER must be preceded by the applicant acknowledging, by way of completing a PAR-q form, that he/she has no physical limitations preventing him/her from participation. All applicants under the age of 18 years must have consent, in written form, from a parent or guardian. The applicant also agrees to abide by the rules and regulations of the SHELTER and acknowledges that these rules and regulations may change from time to time. Furthermore, all applicants release XYZ SHELTER, its owners,

directors, managers and all employees of all liability regarding 1) any injury to self or child 2) any loss or damage to personal property. If purchasing packages that require payments to be made in installments, the applicant agrees to approve such installments be made by credit card on the dates as predetermined in the services contract.

Registration & Purchase:

To register or purchase from the XYZ SHELTER online booking system, you must be over eighteen years of age. You must ensure that the details provided by you on registration or at any time are correct and complete. Refund & Cancellation Policy

Sessions

Cancellation – 24 hours’ notice is required for cancellation of single sessions. Missed sessions without the appropriate notice will be charged as if attended.

Medical Cancellations - Cancellation is permitted where an athlete or team is not able to participate in a single sessions for medical reasons. A doctor’s note confirming that the athlete or team was not permitted to participate is required within 7 days of missed session and upon receipt, a credit for a makeup session will be issued.

Camps & Programs

Cancellation - 14 days of notice is required for camp or program cancellations. Any cancellations by an athlete or team with 14 or more days of notice will be processed and a $25.00 administration fee per athlete will apply. Cancellation Within 13 Days Of Camp – No cancellations by an athlete or team will be accepted within 13 days of the beginning of camp.

Medical Cancellations - Cancellation is permitted where an athlete or team is not able to participate for medical reasons. A doctor’s note confirming that the athlete or team is not permitted to participate is required and upon receipt a refund will be processed.

Privacy Policy Your Privacy

XYZ SHELTER respects your privacy and pledges to maintain the confidentiality of your personal information. All personal information you share with us is maintained in accordance with the Personal Information Protection and Electronic Documents Act (2000). References to XYZ SHELTER may include its affiliates, depending on the context. For questions regarding our privacy policy please express this in writing to: Privacy Policy, XYZ SHELTER

### Address, CITY, STATE, Postal code Legal Obligation of Information Release

XYZ SHELTER will release any information that is required to be released by law or court order. In exceptional circumstances it may be necessary that we disclose your personally identifiable information if we believe, in good faith, that disclosure is otherwise necessary or advisable to protect Advantage 4 Athletes Conditioning Centre’s interests. We will seek to ensure that any proposed disclosure is required in the

Use of Your Information

XYZ SHELTER obtains most of our information through the signing of waivers and completion of Par-Q forms. With your consent we may also obtain personal information about you from third parties. This may include parents, guardian, coaches or whoever is registering you in a program and paying for your registration. Use of your personal information for any purpose other than those outlined or the release of such information by parties outside of XYZ SHELTER or its affiliates will take place only under the following circumstances: (a) When you give consent – We will disclose your personal information when you have given consent. Under no circumstances do we sell participant or personal information to others. Please note that we will not share health information that may have been provided in connection with a program, program withdrawal or request for refund. With your consent, we may use certain information to provide you with information about

XYZ SHELTER and its affiliates and programming. This consent is optional and you can decide to withdraw it at any time. Information collected by XYZ SHELTER about its users is used internally by authorized employees of

XYZ SHELTER for following reasons: To process payment, register you in the program of your choice, update you when required of any possible changes of the planned services at XYZ SHELTER, determination of those areas, features, and services that are valued the most and found most helpful. Also, we collect information to determine the appropriate participation in the activities and services provided at the XYZ SHELTER and on our site.

Securing Your Information

The XYZ SHELTER website uses sophisticated security and safeguard measures to protect users' information. One such measure is our use of secure server software (SSL), to ensure that your credit card will be protected against fraudulent use while on our site.

Example Client #3 (Detailed version) Terms & Conditions

If you access and use this Web site (the "Site"), you accept and agree to be bound by and comply with these terms (the "Terms"). If you do not accept the Terms, do not use the Site.

General

o All products and services of XYZ SHELTER and its subsidiaries and affiliates are subject to the terms and conditions of the applicable agreements governing their use.

o The Terms are to be read by you together with any terms, conditions or disclaimers provided in the pages of the Site. In the event of any conflict, the terms provided in the pages of the Site will govern.

o The information, material and content provided in the pages of the Site (the "Information") may be changed at any time without notice. Changes may be made to the Terms at any time without notice by updating this posting. You agree to review the Terms regularly and your continued access or use of the Site will mean that you agree to any changes.

Internet E-Mail

o Any unprotected E-Mail communication over the Internet is, as with communication via any other medium (e.g. cellular phones, post office mail), not confidential, subject to possible interception or loss, and is also subject to possible alteration.

No Endorsements

o No endorsement or approval of any third parties or their advice, opinions, information, products or services is expressed or implied by any Information.

Links/Software

o Links from or to web sites outside the Site are meant for convenience only. XYZ SHELTER does not review, endorse, approve or control, and is not responsible for any sites linked from or to the Site, the content of those sites, the third parties named therein, or their products and services. Linking to any other site is at your sole risk and XYZ SHELTER will not be responsible or liable for any damages in connection with linking. Links to downloadable software sites are for convenience only and XYZ SHELTER is not responsible or liable for any difficulties or

consequences associated with downloading the software. Use of any downloaded software is governed by the terms of the license agreement, if any, which accompanies or is provided with the software.

Payment for Products & Services

o All Credit Cards will be processed in Canadian Dollar at the time of payment. XYZ SHELTER is not responsible for any fees, charges, exchange rates or additional charges levied by individual financial institutions or Credit Card companies.

Refund / Cancellation Policy Services

Private Training

o If your scheduling conflict is known in advance and we are notified at least 24 hours ahead of time, it MAY be possible to make the session up at a later date or with a different trainer. However, this cannot be guaranteed.

o Any sessions missed with less than 24 hours notification are forfeited.

o If you have not already paid for the session, your account/card will be charged for the full amount of the session.

o If no card/account information is present, no further sessions will be conducted until the outstanding payment is received.

 Additionally, reserved time slots may be lost if payment is not made in a timely manner.

Registered Programs

o Pre-paid classes are refundable

o If you are unable to attend a program due to circumstances out of your control (determined on a case-by-case basis by our administration), we can offer you a refund if you notify us prior to your session start date. However we do charge a 30% cancellation fee. This cancellation fee may be avoided if you opt for a service credit instead of a refund.

 NOTES: Service credits are valid for 30 days only!

o If we are notified after your session begins, we can only give you a credit towards another program. This credit is nontransferable and accounts for only the sessions remaining in your program at the time you requested cancellation.

 There is no cash refund.

 There is no refund for merely changing your mind!

 We are here to get you results and these results cannot be achieved if you fail to attend the program!

 This is not negotiable.

o If your scheduling conflict is known in advance and we are notified at least 24 hours ahead of time, it MAY be possible to make the session up at a later date or with a different group. However, this cannot be guaranteed.

o Any classes missed without 24 hours notification are forfeited.

o If you have not already paid for the class, your account/card will be charged for the full amount of the session.

Consulting

o No refunds are available for completed consulting services.

o Unused, pre-paid and retainer-based consulting services may be eligible for a refund depending on the agreement between you and the XYZ SHELTER subsidiary. Standard notice for cessation

In document BLUEFIN PAYMENT PROCESSING (Page 31-45)

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