⚙ Admin Adding a New Payment Device to Instinct
Before collecting any payments, you must first add the names of your Clover devices to the Admin section of Instinct. Simply go to Admin > Payment Devices > + New Payment Device.
If you do not see ‘Payment Devices’ in your Admin, please contact us at [email protected].
After clicking ‘+ New Payment Device’, you can then add the Device Name and optional Alias Name.
The Device Name needs to match the Clover device’s unique identifier. If you’re using the Clover Mini, the Device Name will be Mini- and the last 4 of the serial number. The handheld Clover Flex machine will be Flex- and the last 4 of the serial number.
If the Device Name listed is different from the Clover name (it must match exactly), you will not be able to accept payments using this Clover device.
The Device Alias is optional and is displayed within Instinct. This can be used to rename your devices without going through Gravity (ex. Front Desk, Exam Room, Treatment).
The Location is optional and allows you to restrict which device is available at a specific hospital location. If no location is defined at this field then it will be available to all hospital locations.
Once a Clover device is added to the ‘Payment Devices’ Admin in Instinct, it will appear on the Payments screen under the ‘Terminal’ drop down whenever a ‘Credit/Debit Card’ method is selected.
To Edit an existing Clover device in Instinct, click the 3-Dot Menu followed by ‘Edit’ or ‘Delete’.
💡 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