Activate Point of Sale
Activate POS In this article, we will show you how to activate point of sale. Point of Sale comes with many benefits such as advanced reporting, membership program ability, the patient wallet, and much more! In this article, you'll find information ...
Managing Your Wallet Settings
Wallet Settings Allow patients to bank things into their wallet, and set up how long they are available for. Go to settings Click on POS Select Patient/Client loyalty Click on the left wallet settings For example if you want the free monthly facial ...
Set Your Account Up to Take Payments Using Clearent (US Clients Only)
Don't have Clearent? Click Here to inquire on how to activate this in your account! You must be the main admin on the account in order to configure and set up point-of-sale. This gateway for processing is for customer located in the US only. If you ...
View your patient's past invoices and cancellation charges via web and app; refund or void an invoice via web Once a payment from the patient is successfully taken, the invoice/receipt will be kept under Payment History (web) or Past invoices (app) ...
Update Your Email and Phone Number for Your Stripe Account
Update Your Email and Phone Number for Your Stripe Account Change the phone number and email for your stripe account Important note: Only the Main Admin on the account can make this change as the POS Settings tab is visible only to them. Login to ...