Using Sunbit in Shepherd is Easy
Clients don't need to complete pre-qualification before their appointment, but it will reduce their steps to set up their payment plan after checkout.
A pre-qualification link is included in the following locations allowing clients to get pre-qualified with Sunbit prior to their appointment.
Appointment Notification Emails
Service Reminder Emails
Taking payment using Sunbit
On the Payments screen, select Sunbit as the Payment Type
Enter the amount the client wishes to finance with Sunbit and the invoices the payment will be applied to
Upon selecting Check Out, you'll be presented with a confirmation message
Selecting Send Payment Link will send the client an SMS with their pre-qualification or invoice payment link (if they've already been pre-qualified)
Check out - Text to Pay
By following the SMS (text to pay) link, the client will complete the process by selecting their preferred payment plan on Sunbit's portal using their mobile device.
Your clinic will receive a deposit for the full payment in your bank account within 2-5 business days
For questions or help using Sunbit, contact your dedicated Sunbit representative or call 855-678-6248.