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How to set up a preferred terminal?
How to set up a preferred terminal?

๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - If you use multiple payment terminals at your practice you can choose a preferred terminal for each user.

Amber Morris avatar
Written by Amber Morris
Updated over a month ago

How to set my preferred payment terminal

  • The first time you use the terminal, you will be asked to 'Please select a terminal'.

  • Change this drop-down to the terminal you wish to use going forward.

  • Set this as your preferred terminal by changing the drop-down selection box for 'Do you want to save this as you preferred terminal?' to 'Yes'.

  • 'Submit' and carry on with your payment as normal.

๐Ÿ“ Please note: The payment terminal preference is unique to each user's account, e.g. Sandra can select terminal A, while Josh can select terminal B.


How to change my preferred payment terminal

  • At the end of a transaction, select the 'RESET MY PREFERRED TERMINAL' button at the bottom of the screen (you may need to scroll down to see this).

  • Selecting this will remove your terminal preference, so you can choose a different terminal when you process your next payment.


What is a preferred payment terminal?

If you have multiple payment terminals in your practice, each user can select a payment terminal once and save it against their login so that they don't have to select it each time.

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