How to set up and link 2Pay

Use this guide to configure your payment accounts, link mobile devices, and process integrated payments using 2Pay.

For a high-level explanation of 2Pay features, see About 2Pay.

Before you begin

Make sure:

• You have Owner or Admin access to set up financial accounts.
• You have a compatible iOS or Android device for the 2Hippo 2Pay app.
• You have your clinic’s bank account and business registration details ready.

Step 1 — Set up your payment account

1. Navigate to Navbar → User Profile → Settings → Payment Accounts.
2. Click Add Account.
3. Follow the on-screen prompts to complete the Stripe verification process. This includes entering your business details and linking a bank account for payouts.
4. Once verified, the account status will update to Ready, and you can begin accepting payments.

Step 2 — Install and link a device

To take "Tap to Pay" or "Scan to Pay" payments at the counter, you must link a mobile device to your location.

1. Download the 2Hippo 2Pay app from the App Store (iOS).
2. In Cosmesoft, navigate to Settings → Payment Terminals.
3. Find 2Pay in the list and click Manage Devices.
4. Open the 2Pay app on your device and select Link Device.
5. Use the device to scan the QR code displayed on your Cosmesoft screen.
6. The device is now connected and assigned to your current location.

Step 3 — Enable Tap to Pay (iPhone only)

If you are using an iPhone, you can accept contactless payments directly on the handset.

1. In the linked 2Pay app, ensure you are logged in.
2. Select Enable Tap to Pay.
3. Follow the prompts to connect your Apple Business account and accept the terms and conditions.
4. Once completed, a contactless symbol will appear, indicating your iPhone is ready to accept taps.

Step 4 — View payouts and history

1. Navigate to Navbar → User Profile → Settings → Payment Accounts.
2. Click View Payouts (or the $ icon) next to your active account.
3. Review the history of deposits into your bank account, including transaction breakdowns and processing fees.

What to do next

• Learn how to use 2Pay at checkout.

• How to reconcile daily sessions.

• Fix common 2Pay issues.