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What’s Still Physical About Your Selling Process?

It seems that with every innovation the world around us is getting less physical, less concrete. Contactless payment is on the rise, meaning often times, your customer’s card stays in their wallet. Ordering food can be done online, with a go-between picking up and dropping off the delivery to them. Even the decision to have a physical location is being reconsidered, as logistical expenses continue to move in the direction of eCommerce over corner store retail.

All this movement may point someone toward the conclusion that, when it comes to interacting with your customer, less is becoming more. While some things shift in the way we interact with our consumers, still, some things never change, and any optimizations that affect that essential relationship should not be taken lightly!

At the Point of Sale

People don’t like parting with their money, and some argue that accepting credit cards as a small business, eases this emotion, especially if you process high transactions. Some things are good physical; for example, the action of signing for a purchase gives people a physical sense of the security of the payment—even if it’s a digital signature. Then again, one way things are getting less physical at the point of sale is the receipt. Fewer and fewer people use them, and as a result prefer email receipts, or no receipt. Make sure your point of sale can accommodate them (and the people who still want paper!)

Reaching Out

Now it’s tough to generalize across many different businesses and industries, but one thing that is true for most, is that it needs to be easy to get in touch with a real person, preferably with little to no wait time. Whether it’s for payments, customer service, or whatever, our digital world has sped up almost to the point where people are incapable of waiting. If your business has a presence on social media, for example, some people will use that channel to reach out to you, and expect a prompt reply. And of course, the old-fashioned phone can’t be discounted. For some, it’s the fastest way to handle their need, and it’s frustrating when their needs can’t be met though a phone solution. The best bet? Offer as many different communication routes as you can, and do them well.

Use your Location

If you do have a physical store, use it to the fullest advantage. The reason brick and mortar locations will never go away is that, at the end of the day, they cater to physical people with all the benefits of a physical location. One such benefit is the chance to see and touch products before buying them. A store should be organized with beautiful displays that are easily interacted with. Physical stores are meeting places. If it makes sense for your line of business, organize classes and events that draw customers in. Such events always boost sales.

As we mentioned, some processes are getting less and less physical as technology progresses. Still, it’s important not to forget the real-life person on the other end of each transaction. With a little effort, accepting credit cards for your small business can be one useful way to get closer to the customers you serve.

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Surcharge FAQ

Surcharge Compliance

If you are considering introducing a credit card surcharge for your patients, it is important to understand that there are specific rules and regulations that must be followed when enrolling in and operating under a surcharge plan.

This article provides a general overview of common surcharging requirements. This content is provided for informational purposes only and does not constitute legal advice. It is the responsibility of each merchant to review, understand, and comply with all applicable laws, card-network rules, and regulatory requirements, including notification timeframes, signage requirements, surcharge percentage limits, and jurisdictions where surcharging is prohibited.

If you are unsure about the laws or regulations applicable to your practice, you should consult with qualified legal counsel. Moolah assumes no liability for a merchant’s compliance or non-compliance with credit card surcharging rules or regulations.

Transparent Communication
Card networks, including Visa, Mastercard, Discover, and American Express, require merchants to clearly and transparently disclose when a credit card surcharge is applied.

Practices must clearly notify patients of a credit card surcharge through appropriate signage placed at the practice entrance, at the point of sale or terminal, and anywhere payments are accepted. If payments are accepted online, surcharge disclosures must also be clearly visible on the practice’s website. All disclosures must inform patients that the surcharge applies only to credit card transactions.

Surcharge Limits
Credit card surcharges must comply with both card-network rules and applicable law. The surcharge amount may not exceed the merchant’s actual cost of accepting credit cards and may not exceed 3% of the total transaction amount.

Card-network rules cap credit card surcharges at 3%, meaning that if a merchant’s processing costs exceed this amount, the excess portion cannot be passed on to the patient.


Warning
The following is a general overview of credit card surcharging rules in the United States. Merchants are responsible for understanding and complying with all applicable requirements.

Network and State Restrictions
The major credit card networks, such as Visa and Mastercard, impose specific requirements related to surcharge limits, advance notification, and disclosure.

In addition, several U.S. states and territories regulate or prohibit credit card surcharging. At the time of writing, credit card surcharging is prohibited in Connecticut, Maine, Massachusetts, and Puerto Rico. Other states, including Colorado, Minnesota, Mississippi, New Jersey, and New York, impose restrictions on surcharge amounts or require specific disclosures.

If your practice operates in a state that restricts or prohibits credit card surcharging, you must fully understand and comply with those requirements before implementing a surcharge.

Debit card transactions may never be surcharged, even if the debit card is processed as a credit transaction.

Applicability
Credit card surcharges may be applied only to credit card transactions. Other payment types, including debit cards and alternative payment methods, are not eligible for surcharging.

Regulatory Compliance
Merchants are responsible for maintaining ongoing compliance with all applicable card-network and legal requirements. This includes meeting advance notification obligations, using compliant signage and disclosures, adhering to surcharge percentage limits, and respecting jurisdiction-specific restrictions.

By following these guidelines, dental practices can implement credit card surcharging in a way that aligns with card-network rules and promotes transparency with patients. Clear and upfront communication helps maintain patient trust and supports a positive payment experience.