Instinct

This article walks you through the full Instinct Payments setup process — from completing your Know Your Customer (KYC) application to configuring your payment terminal and preparing your network for…

How Do I Set Up Instinct Payments?

In Instinct Payments, Organization Admins can invite team members to the payments portal and assign them one of four roles based on the level of access they need.

Managing Users in the Instinct Payments Portal

If your Instinct Payments terminal isn't working as expected, this article walks through fixes for the most common issues—organized by terminal model (S1F2, S1E2L, P630, and AMS1).

Troubleshooting Instinct Payments Terminals

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

Instinct Payments: Link-to-Pay

Stored Cards

This guide walks you through how to reconcile your daily credit card transactions with the Transactions Overview dashboard.

Instinct Payments: Reconciliation Guide

Frequently asked questions regarding the Instinct Payments application process. This process is also known as Know Your Customer, or KYC.

Instinct Payments Application (KYC) FAQs

Instinct Payments

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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