Policy

• Care Credit is a form of payment used by Clients to pay for large ticket items or small packages.
   
• Care Credit may only be used as a form of payment for services performed within 30 days of purchase.
   
• Care Credit may NOT be used to purchase Products or Packages that will not render services in 30 days or less.
   
• A 2nd form of ID is required when using a Care Credit card. That may be a Drivers License, Passport, Military ID, Government Issued ID, State Issued ID, Green card, or Tribal ID.
  • If the Client does not have their card present you must get a 2nd form of ID alongside the list above. That can include another form of ID from the list above or a credit/debit card.   

Task

1. When you are in the check-out screen in Zenoti, open a new tab and navigate to the Care Credit 'Provider' login screen 'Website here' and login with credentials shared via LastPass
    
2. In the Care Credit terminal, Select 'New Transaction'
    
3. Select 'Purchase' as the Transaction Type and 'Submit a Purchase Transaction Now' as Purchase Method.
   
   
    
4. Enter the Care Credit card number, expiration date, and the 3 digit security code in their fields and hit 'Continue'.
   1. If the Client does not have their card present, select 'Look up account'
   2. Locate the Client by searching with their 'Full or Partial Social Security Number' or 'Name & Phone Number' and hit 'Continue'.
      
      
5. Enter in the service total ONLY in the 'Amount' field.
   
   
    
6. If there is more than one name on the account, select the correct individual.
    
7. Select 'Care Credit' from the Program Name drop down menu.
    
8. Select the correct tran/promo code. 'Standard' will be used if the service total is under $200.00
    
9. Select the form of ID presented to you from the drop down menu and any necessary information such as expiration dates etc and select 'Submit'.
   
   
    
10. Back in the Zenoti checkout screen, select the payment type 'Custom'
    
    
     
11. Select 'Care Credit' from the Payment Data drop down menu and enter in the amount the Client paid on the Care Credit website.
     
12. Print 2 copies the receipt and have them sign 1 copy for us to keep
     
13. Finish checking out the Client. See 'Split-Payment' to see how to take multiple payments on one invoice.

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