Create a Dental Office Account – Iso

Quick answer

Create the dental office account in the ISO Dashboard Portal before configuring branding, users, payment settings, billing, integrations, or terminals.

Before you start

Have the New Office Readiness Checklist completed.

At minimum, you need:

Dental office name

Phone number

Address

Primary office contact

Practice management system

MXMerchant information, if available

AR email, if AR will be enabled

Steps

Go to Manage Dental Offices.

Select Add Dental Office.

Enter the dental office information:

Dental Office Name

Use the practice name the office expects to see in PayStack.

Phone Number

Use the main office phone number.

Address

Enter the physical office location.

AR Email

Use the email address that should be associated with AR or statement-related communication if AR will be enabled.

Assign ISO users who need access

Save the dental office.

Next step

Continue to:

Configure Office Branding

Key takeaway

💡

Create the dental office account first. Then configure branding, users, payment settings, billing, integrations, and terminals.