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Welcome to Wisetack
Simplify the payment process and boost treatment acceptance with financing
Your patient pays over time, while you get paid as soon as the treatment starts.
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How to offer Wisetack
How to prequalify your patient
- Log in to the merchant portal
- Click the blue "Prequal" button on the dashboard
- Enter in your patient's phone number and hit "Send Prequal Application" to text the link, or click "Create link only" to include it in your own communications with the patient
- Your patient can prequalify by clicking the link
Tip: Prequalify your patient before a consultation or when the patient is deciding between multiple treatment plans
Tip: Prequalify your patient before a consultation or when the patient is deciding between multiple treatment plans
How to send a loan application
- Log in to the merchant portal
- Click the white “Loan" button on the dashboard
- Enter in the details of the treatment and hit "Send Loan Application" to text the link, or click "Create link only" to include it in your own communications with the patient
- Your patient can apply for financing by clicking the link
Tip: Send a loan application instead of a prequalification link when you know the treatment amount
Tip: Send a loan application instead of a prequalification link when you know the treatment amount
What your patient sees
Your patient’s financing application process
- After opening a financing application, patients enter some basic information about themselves and review their options
- They will see up to 4 options, with terms from 3 to 24 months and APRs from 0% to 35.9%, depending on what they qualify for
- After viewing their options, patients will be asked to add a debit card (and some may be asked to scan their driver's license)
- You will receive a notification if your patient locks in their offer
- They confirm the treatment has started to release funds
Tips:
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Send a patient a prequalification application. This will help your patients understand their spending power, allowing you to shift their mindset to think about what’s possible rather than what’s the cheapest option.
Send a financing application (even if they have been prequalified) so that your patient can lock in their offer. Once the treatment has started, they can release the funds to you!
The perfect pitch
You can choose to pay over time for any of our treatments.
Would you like to pay over time?
Look out for a text message — it has your link to apply. You can check your options with no hit to your credit.
Options start as low as 0% APR* and eligibility is handled by Wisetack. Checking your options doesn’t hurt your credit score.
Did you check your options to pay over time?
Want more tips or advice on how to use Wisetack? Check out our Resources Hub.
Frequently asked questions
How does Wisetack financing work?
How will I know if my patient has been approved for a loan?
How will I know if I got paid?
How long does it take to get paid?
How do I ensure the patient confirms the loan?
How do I log in as a business?
Where can I view a summary of my applications?
How does Wisetack financing work?
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How will I know if my customer has been approved for a loan?
How will I know if I got paid?
How long does it take to get paid?
How do I ensure the customer confirms the loan?
How do I log in as a business?
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