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Creating and Managing Payment Devices in Admin

Learn how to create and maintain payment devices in Instinct!

Updated over 2 weeks ago

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.

Any user with the “admin_payment_devices” permission can manage Payment Devices in Admin.


Adding New Payment Devices

New Payment Devices can be added by clicking on the “+New Payment Device” button at the top of the Payment Devices Admin page.

Enter a Registration Code, Device Name, and Alias Name, then click “Save”.

  • The Device Name needs to match the name that was used during setup. If the Device Name listed here is different), payments will not be accepted using this device.

  • The Device Alias is optional and is displayed within Instinct. This can be used to rename devices so that your team will recognize them in Instinct.


Editing Payment Devices

To Edit or Delete a Payment Device, simply click the 3-dot menu followed by 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.

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

💡 Please Note: We recommend your IT Team allow the following URLs in your network to make sure that Instinct will work as expected: *.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


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