Set Up Your Account

Steps

1. Open PayStack and sign in.

2. Confirm you can access the correct office/location.

3. Verify your user access is set correctly (roles/permissions).

4. If prompted, complete any required setup steps (for example, connecting your Practice Management System).

What Happens Next

• Once your account is set up, you can start taking payments and your activity can sync back to your Practice Management System (PMS) (if connected).

You’ll Know It Worked When

• You can log in successfully.

• You can open a patient and see the expected features for your role.

Common Issues

• Can’t log in: confirm email/credentials, then reset your password.

• Wrong office or missing patients: confirm you’re in the correct location/office.

• Missing permissions: ask an admin to update your role so the needed actions are available.