Initial Account Link - GoToTraining

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***Our GoToTraining maintenance window is Saturday 5:00am-10:00am GMT. A maintenance generally results in 5-10 minutes of downtime during the beginning of the maintenance window.***

Updated: Fri, May 17 2013 1:46 AM RSS Feed

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Initial Account Link

Before using the Integrated Payment Processing feature, you must establish your PayPal account and link your GoToTraining account to it. This link is initially located on the Account Settings page.

Link PayPal to your GoToTraining Individual Plan

1. Click Settings in the left navigation under My Trainings.

2. On the Settings page, click the Payments tab.

3. Click Get Started.

Note: Click Learn more about payments to view the FAQs about fees and how to get started.

On the Getting Started page, you will link your GoToTraining account to your new or existing PayPal account. See Linking Your Account.

Link PayPal to your GoToTraining Corporate Plan

When a corporate organizer has not yet been set up to use RevStream, the following message appears on the Manage Registration page:

Click the ask your administrator link to send an email to the Account Administrator requesting that RevStream be enabled.

As an administrator, you can take different paths to the Account Settings page depending on how you log in.

If you log in as an administrator:

1. On the Administration Center page, select GoToTraining Settings.

2. On the Account Settings page, select the Payments tab.

-or-

1. On the Administration Center page, select Manage Groups.

2. Click Edit at the main group level.

3. Scroll to the bottom of the Group Administration page. Click Settings under GoToTraining.

5. On the Account Settings page, select the Payments tab.

If you administrator log in as an organizer:

1. Select Settings in the left navigation under My Trainings.

2. On the Settings page, select the Payments tab.

Note: Because the organizer is also an administrator, the Settings page displays the information for both the organizer account (Audio) and the administrator account (Account Settings).

-or-

1. Select My Trainings in the left navigation

2. Select a training session.

3. Scroll to the Registration & Payment section.

4. Select Edit.

5. Under Payment, select the "Require Payment" check box.

Note: The Payments section will be grayed out and read "Adjust your settings..." Once your PayPal account is linked to GoToTraining, this section will be available for you to enter the training session fee.

6. Click Settings.

7. Select Payments tab on the Account Settings page.

On the Getting Started page, you will link your GoToTraining account to your new or existing PayPal account. See Linking Your Account.

| Views: 2045 | Last Updated: Mon, Mar 04 2013 3:15 PM

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