Office Setup
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Set Up a Dental Office — Start Here
Start here to follow the full dental office setup sequence in the ISO Dashboard Portal before installation, integrations, terminals, testing, or merchant training.
New Office Readiness Checklist
Use this pre-setup checklist to confirm office, user, gateway, billing, payment, integration, terminal, and AR details are ready before creating a new dental office in PayStack.
Create a Dental Office Account
Create a new dental office account in the ISO Dashboard Portal using the required office, contact, practice management, gateway, and AR details before continuing setup.
Configure Office Branding
Configure the dental office’s logo, website, and brand colors in the Branding & Settings tab so the PayStack experience matches the office or ISO partner brand.
Create Dental Office Users
Add dental office employees, assign roles, set permissions and payment preferences, manage welcome emails, and support multi-location users in PayStack.
MXMerchant Required Settings
Confirm the required MXMerchant apps, payment settings, auto-close behavior, terminal batch setting, and loss prevention options before the office processes payments with PayStack.
Connect MXMerchant to PayStack
Connect the dental office’s MXMerchant account to PayStack by entering API credentials, testing the connection, and enabling the correct ACH, Apple Pay, or surcharge options.
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