Overview

This guide provides a step-by-step overview of how to set up the Scratch Extension for Instinct, take client payments, issue refunds, and access reporting. It's designed to help your team get up and running quickly and confidently with Scratch Checkout using your Instinct workflows.

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Scratch offers a condensed two-page Quick Start Guide that consolidates this content, available to print or download.

Special Note: Until recently, Instinct did not support custom payment types. Because of this, your practice may use the payment type Other instead of Scratch Payment as referenced in this guide. All functionality remains the same.