ProClinic Pay uses Surfboard Payments for both physical payment terminals and SoftPOS (Tap to Pay). Terminals must be linked to your clinic’s store in Surfboard before they can be used at checkout.
Where do I manage terminals?
Clinic:
Settings→Payments(/dashboard/settings/payments)SoftPOS can be added or removed by the clinic directly
Physical terminals: clinics can register them using a PIN; physical hardware unregistration must be done by ProClinic (superadmin)
Register a SoftPOS (Tap to Pay) terminal
Go to
Settings→Payments.Select the option to add a new terminal.
Give the terminal a name (e.g. “Reception iPhone”).
Enter the 6-digit registration code (clinic PIN) displayed in the SoftPOS/CheckoutX app.
Complete the registration.
Once successfully registered, the terminal appears in the list and can be used at checkout (unless it is hidden).
Register a physical payment terminal
Before you start
The terminal must be powered on and connected to the internet (WiFi or mobile network).
Have the serial number ready (usually found on the device; see the step-by-step images in the sidecard for reference).
You’ll need the 6-digit registration code (PIN) displayed on the terminal in registration mode.
Steps on the terminal (SurfTouch / similar devices)
Enable roaming/mobile data if your clinic uses a SIM card (follow on-screen steps in the registration guide).
Open registration mode on the terminal.
Note the PIN code shown on the screen.
Steps in ProClinic
Go to
Settings→Payments.Add a new terminal.
Enter:
Name
6-digit PIN (registration code)
Serial number
Confirm.
ProClinic calls Surfboard to register the device to your clinic’s store. If successful, the terminalId is saved locally and the terminal can be set as default or hidden from checkout as needed.
Step-by-step images are available at /images/register-terminal/ (the same as shown in the “Info” sidecard tab).
Unregister (remove) SoftPOS
Go to
Settings→Payments.Find the SoftPOS terminal in the list.
Choose delete/remove and confirm.
The system de-links the terminal from your Surfboard store (POST /terminals/deactivate) and marks it as unregistered in ProClinic (unregisteredAt). It is removed from checkout but kept in your records for billing within the same month.
Unregister a physical terminal
The clinic can hide a physical terminal from checkout but cannot release the hardware from Surfboard themselves.
ProClinic (superadmin) must unregister physical hardware with Surfboard (POST /terminals/deactivate to de-link from the store) and mark the terminal as unregistered in ProClinic.
Using a terminal at another clinic
If PIN-registration fails at the new clinic (e.g., the hardware is still linked to the previous merchant), ProClinic will try the steps below automatically:
Register using the PIN
If it fails:
move(serial number → clinic’s merchantId), then try the PIN registration againIf it’s still not working:
ship-hardware(serial number + merchantId), then try PIN again
This is why the serial number field is required when registering a physical terminal.
External payment terminals (e.g. Nets)
Terminals from other providers cannot be registered in ProClinic. If you use your own Nets terminal for card payments, enable Use external payment terminal under Settings → Payments instead. You then take the payment on your own terminal and confirm the sale at checkout with Paid in external system.
See Checkout and Payments for how checkout and reports behave with this setting.
Common issues
Invalid PIN: The code must be 6 digits. If it has expired, generate a new one.
Missing Surfboard setup: The clinic must have a
surfboardMerchantIdandsurfboardStoreIdbefore registering or unregistering terminals.Clinic cannot delete physical terminals: Contact ProClinic support to unregister physical hardware.
Already unregistered: The terminal is already marked with
unregisteredAtand cannot be unregistered again.
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