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 example 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 or Debit Card method is selected.
To Edit an existing Clover device in Instinct, click the 3-Dot Menu followed by Edit or Delete.
