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Instinct Payments: Link-to-Pay

Easily create a seamless client experience while making a payment to your practice from anywhere through their personal devices.

Written by Instinct Support Team

Initiate Payment

  1. On the Instinct payment screen, select “Link to Pay” as the payment method.

  2. Fill out the remaining required fields.

  3. Click “Initiate Transaction” to send the payment link to the client.

Sending Pay Link to Client

After initiating the transaction, you can copy the payment link.

  • The link can be sent to the client via Comm Log, Client Chat, or any other client communication tool you use.

  • Payment links expire 30 days after they are sent.

Pending Transactions

Once the payment link has been sent to the client, the transaction will appear as pending in the payment screen.

  • If the link-to-pay transaction was initiated through the Account tab, it will also appear as pending there.

Paid Transactions

Once a pending Link-to-Pay transaction has been paid using the payment link, the transaction automatically moves to the Payments section of the Visit tab.

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