Get Started with UnifiedPay

Whether you're exploring UnifiedPay or preparing to begin accepting payments, the resources below will help guide you through the next steps.

Once your account has been approved, we'll schedule a one-on-one setup call to help you get started with UnifiedPay.
During the call, we'll walk you through the available features, answer your questions, review common payment workflows, and make sure you feel comfortable and confident using UnifiedPay before you begin accepting payments.

The Quick Start Guide is a helpful reference after your setup call and can be used anytime you need assistance with a UnifiedPay payment workflow.
The guide covers:
- Collecting payments
- Sending payment invoices
- Setting up cancellation and no-show policies
- Managing saved payment methods
- Processing voids and refunds
- Accessing UnifiedPay reporting

What is UnifiedPay?
- Get an overview of UnifiedPay's features and learn how integrated payment processing can simplify the way you manage payments within Unified Practice.
How to Apply for UnifiedPay
- Learn how to begin the application process, what information you'll need, and what to expect during the approval process.
Schedule a Demo
- Schedule a one-on-one Zoom demo to see UnifiedPay in action, and determine whether it's the right fit for your practice.

If you have any questions about UnifiedPay or need assistance getting started, our team is here to help!