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Office Setup
Set Up a Dental Office — Start Here

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.

Quick answer

Use this section to create and configure a new dental office in the ISO Dashboard Portal.

This is the first setup step before installation, integrations, terminals, testing, or merchant training.

Follow this order

  1. New Office Readiness Checklist

      2. Confirm you have the required office, user, gateway, billing, integration, and terminal information.

  1. Create a Dental Office Account

      2. Add the office in PayStack and complete the required setup fields.

  1. Configure Office Branding

      2. Add the office logo, contact information, and branding details.

  1. Create Dental Office Users

      2. Add the users who need access to PayStack.

  1. Create Merchant PayStack Login

      2. Give the merchant access to their PayStack dashboard.

  1. Connect MXMerchant API Keys

      2. Connect the office’s gateway credentials.

  1. Configure Office Payment Settings

      2. Set the office’s payment and processing options.

  1. Configure Office Billing Settings

      2. Set how the office should be billed.

  1. Verify Dental Office Setup

      2. Confirm the office is ready before moving to installation.

Key takeaway

💡

Set up the dental office completely in the ISO Dashboard Portal before installing PayStack or training the merchant.

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