This article currently only applies to US-based merchants.
With the OpenEdge + Rock Gym Pro integration, you can process POS credit card payments and membership billing directly from your RGP workstation.
READ THIS FIRST AND GO THROUGH EACH POINT WITH OPEN EDGE!
NOTE: In December, 2017 we released an update to RGP that offers an alternate and improved integration method for EMV transactions. This new method uses the OpenEdge EdgeExpress library rather than the existing Remote Client Manager (RCM) integration.
IMPORANT! When you contact OpenEdge, be sure to request the EdgeExpress integration.
Requirements From OpenEdge
- Two sets of XWeb credentials from OpenEdge. These can be linked to the same merchant account.
- One credential should be configured for EMV/RETAIL
- The other credential should be configured for MOTO (for your membership billing)
- Both sets of credentials need to share the same XWebID
- If you have been using Rock Gym Pro previously with stored credit cards, the new credentials must use the existing XWebID as your current credentials. If not, you will lose your stored credit card aliases.
- Only GlobalPayments is supported. If you are currently using TransFirst, OpenEdge will need to migrate you to GlobalPayments
- If you are a multigym facility, make sure OpenEdge has enabled alias sharing between your merchant accounts.
- For each workstation requiring credit card processing, you will need to purchase a terminal from OpenEdge.
- Only the IPP320 is supported You want the device without integrated signature capture. Your customers will continue to sign a printed receipt. Price is $250 per device.
- The device must be purchased directly from OpenEdge to be properly configured.
- You cannot share an EMV device between workstations.
- The EMV/RETAIL credential should be configured at OpenEdge in such a way as to allow the auto-submit to operate properly on the POS form. This means it should not prompt for address/zip when completing POS transactions. The submit button will still need to be pressed for returns.
- The process of completing an EMV transaction takes longer than the old fashion swipe. This is just the reality of the EMV system. Expect each credit card transaction, via POS, to take 15-30 seconds longer.
- ApplePay Alias Capture
- While ApplePay “appears” to work for capturing credit card aliases, the returned last four digits do not match. This is a known issue with ApplePay and there currently is no workaround. Do not use ApplePay to capture aliases.
- Card Validation Message
- OpenEdge will automatically display a “card validation message” if the same card is swiped/inserted within a period of time. Your staff will need to press Yes to continue.
Installing and configuring your EMV Device
- The EMV device requires software from OpenEdge to be installed and operating on your workstation.
- Please contact OpenEdge for assistance with installing and configuring your EMV device. Allow 30 minutes to properly configure the device.
- Any and all support for the OpenEdge software must be directed to OpenEdge
EdgeExpress or Remote Client Manager (RCM) from OpenEdge
Depending on your installation, Rock Gym Pro communicates with the EMV device via EdgeExpress library (recommended method) or the Remote Client Manager software. This software is installed by OpenEdge during their installation process.
This software must be running for RGP to communicate with the EMV device. This software is only required to be installed on workstations with an attached EMV device.
Entering Credentials in Rock Gym Pro
IMPORTANT - Before entering your new credentials, cut-and-paste your existing credentials (both sets!) to a saved document in case their are problems with your new credentials and you need to revert back to your old ones.
Launch Data Entry -> Manage -> Settings -> Payment & Billing. Select OpenEdge / XWeb as shown in the screen capture below. For each account, you’ll need to enter the credentials by pressing the CONFIGURE button.
Your RETAIL credentials should be placed in the POINT OF SALE gateway, and your MOTO credentials should be placed in the BILLING CREDIT CARD credentials.
After entering your credentials, select the EMV option for your integration method (either the RCM or EdgeExpress). This option should be selected for both the BILLING and POS credential sets.
Storing Credit Card Aliases on Customers
When you press the Change Card button when editing a member, you can optionally choose to use the EMV device to capture credit card aliases. If you are currently using a workstation that does not have an EMV device attached, you can select No for this prompt to key-in the credit card manually using the keyboard.
If you are a multigym facility, make sure OpenEdge has enabled alias sharing between all your locations.
Running POS Transactions
When running credit card transactions at POS, you will see two buttons to process a credit card. One requires an EMV device and the other does not. If you are using a workstation that does not have an EMV device attached (for example in the back office), then you want to use the Key in credit card button to manually key in the credit card button.
The credit card processing form is shown below. It should immediately launch the Remote Client Manager (RCM) to interact with the EMV device. If you need to press SUBMIT to initiate the transaction, it is because the address field is enabled on your OpenEdge account. Please contact OpenEdge to have them adjust your account so that the auto-submit option can work.
NOTE: If you are at a terminal with an EMV device, you should use the EMV device to manually key in a number as well. See screenshot below. For this option you need to press the CREDIT CARD button on the Payment Completion window (not the key-in button) and then use the EMV device to manually enter the card.
Card Validation Window: If OpenEdge recognizes the same credit card within a period of time (regardless of the amount!), the following message will be displayed to your staff.
ApplePay works for POS transactions with the EMV device. The transaction is recorded like normal with whatever payment method was provided (Amex, Visa, MC, or Discover). The customer needs to hold their phone up to the EMV device when prompted.
ApplePay does NOT return the last four digits of the card number. So you will not have that for record keeping.
IMPORTANT! There is a known issue with ApplePay regarding capturing aliases via ApplePay. While ApplePay “appears” to work for capturing credit card aliases, the returned credit card #s last four digits does not match. DO NOT USE APPLEPAY TO CAPTURE ALIASES. ApplePay does work fine for POS transactions.