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Creating and Managing Payment Devices in Admin

Learn how to create and maintain payment devices in Instinct!

Instinct currently integrates with Gravity Payments for payment processing. Before collecting any payments, the names of any Clover devices need to be added to the Payment Devices section in Admin.

Note: Any user with the admin_payment_devices permission can manage Payment Devices in Admin.


Adding new payment devices

To add new payment device:

  1. Click on the “+New Payment Device” button at the top of the Payment Devices Admin page.

  2. Enter the following details:

    • Registration Code

    • Device Name

    • Alias Name

  3. Click save.

Important:

  • The Device Name must exactly match the name used during the Clover device setup. If the names do not match, payments will not be accepted on that device.

  • The Alias Name is optional and only appears inside Instinct. Use this to give devices friendly names your team will easily recognize (e.g., Front Desk iPad).


Editing payment devices

To edit or delete a payment device:

  1. Click the 3-dot menu next to the device.

  2. Select Edit or Delete.

When deleting a payment device, a pop-up warning will appear confirming that you’d like to remove the Payment Device. Once this action has been confirmed, it can not be reversed.

Note: To ensure payment processing and Instinct features work correctly, we recommend allowing the following URLs on your network:

  • *.intercom.io ; *.instinctvet.io ; *.intercomcdn.com ; *.sentry.io ; *.instinctvet.cloud ; *.instinctshareville.vet ; *.chargeitpro.com ; *.emergepay.chargeitpro.com ; *.assets.emergepay.chargeitpro.com ; *.app.plumbs.com; *use.typekit.net

For more information on how to process payments using Instinct Payments or the Gravity Integration check out the linked guides.

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