Link to your brand standards document (Google Drive, Dropbox, Notion, etc.).

Customize labels throughout the app to match your industry's language.

Toggle which modules are available for this tenant. Disabled modules are hidden from navigation and dashboard.

Enable or disable platform features for this tenant.

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.

Roque will POST a charge.completed event to this URL whenever a charge transitions to charged. Leave blank to disable.

Connect Roque to Salesforce to pull live Opportunity data into the SF page. Requires a Salesforce Connected App. How to create a Connected App

Connect your email so invoices, receipts, and notifications are sent from your address. Using Gmail? Use smtp.gmail.com, port 587, your Gmail address, and a Google App Password (not your regular password).

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.