How to take FSA and HSA Payments

To take FSA and HSA payments, you must select one of the following business types when signing up for credit card processing. 

• Chiropractors and Chiropractic Offices.  
• Medical Services and Health Practitioners. 

To learn more about how to accept these types of payments, follow the steps below. 

Related Article:

• How to Sign up for Credit Card Processing

Processing FSA and HSA Payments 

1. Log in with your Vagaro username and password. Then click Settings at the top of the screen once you access the account.   

2. Under Add-Ons, select Credit Card Processing on the left sidebar. 

3. Select the Employee Account option. 

4. Find the employee on the list. In the Status column, select Apply. 

5. Go to the merchant plan you prefer. Then select Sign Up. There are two plans: the Small Merchant and Large Merchant. 

Click here to learn more about the rates and fees. 

6. Under Business Type, click the Select drop-down. 

7. To take FSA and HSA payments, you must select one of these business types:

• Chiropractors and Chiropractic Offices.  
• Medical Services and Health Practitioners. 

8. Finish the remaining parts of the application. Then click Submit Application.  

9. There's no credit check so the approval process is instant. You'll receive the below email once the merchant account is approved.

Click the Get Free EMV Credit Card Reader button to place an order for a free reader.  

What's Required to Complete the Credit Card Application 

Federal law requires that all financial institutions verify and record information that identifies each person who opens an account. 

The following information is required to activate your Vagaro merchant account: 

• Full legal name
• Social Security number (SSN) or Employee Identification Number (EIN)
• US-based bank account
• Date of birth: Current credit card regulations require our customers to be 18 years of age or older to create a merchant account.
• US home mailing address
• Your bank account