Introduction
Easily connect the GoTab Food & Beverage POS system with CourtReserve to streamline payment processing for member purchases. This integration allows you to manage food and beverage transactions within your CourtReserve system, ensuring a smooth experience for both members and administrators.
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In this article:
Prerequisites
Before setting up the GoTab integration, ensure that the following requirements are met:
Your organization has an active GoTab account.
Payment processing is enabled in your CourtReserve account.
Pricing
Integration costs depend on your subscription plan:
Grow: Included
Scale: Included
Enterprise: Included
Note: Organizations that have not switched to the new pricing model (introduced June 1, 2024) can request this integration by speaking with our team. This integration is not available for Starter plan customers.
Steps to Set Up GoTab Integration
Navigate to Settings: Go to your organization's settings and select Additional Features (or Add-Ons).
Enable GoTab Integration: Find the Integrations section and activate the GoTab integration.
Setup GoTab: Click the Setup button.
Copy API Credentials: Copy your API Username & Password.
Provide API Details to GoTab: Send your API Username & Password to your GoTab Account Manager to complete the processor setup on GoTab’s side.
GoTab Integration Settings
Once enabled, you can configure the GoTab integration rules in CourtReserve. These options allow you to customize how transactions are managed between CourtReserve and GoTab.
Require Payment Profile: If enabled, members must have a payment profile on file to charge purchases through GoTab.
Require Upfront Payment: When this is turned on, payments for GoTab transactions are processed immediately using Account Credit or a payment profile (if available).
Prevent Suspended/Inactive Members from Charging in GoTab: Stops members with suspended or inactive accounts (e.g., no membership, expired, or canceled) from making charges via GoTab.
Food & Beverage Revenue Category: Assign a revenue category for GoTab Food & Beverage purchases to track charges efficiently.
GoTab Tips: Assign a revenue category to track tips added to GoTab purchases.
Combining GoTab Settings
You can customize payment behavior by combining different settings:
✔️Require Payment Profile + ✔️Require Upfront Payment
Scenario: The member must have a payment profile, and payments are processed immediately through CourtReserve.
If Payment Profile Fails: The transaction will fail in GoTab.
Interaction with Account Credit:
If there is Account Credit available, the system first uses the credit and then charges the remaining balance to the member’s payment profile.
If the payment profile cannot cover the remaining balance, the entire transaction will fail in GoTab.
✔️Require Upfront Payment Only
Scenario: Organizations can opt to use only Account Credit for purchases.
To successfully process this way, the organization must have enabled "Auto Apply Credits to Unpaid Fees" in their Integrated Payments settings page in CourtReserve.
If the member has enough Account Credit, the transaction will succeed in GoTab.
If the member does not have enough credit, the transaction will fail.
Member-Specific GoTab Setting
Within each member's profile, an additional option is available:
Prevent Member from Charging to Account in GoTab: This setting ensures that specific members are blocked from making charges to their CourtReserve account via GoTab.
