---
title: "Eposly for Premium Services &amp; Healthcare | Salesforce-Native Transactions"
description: "Run assisted sales, memberships, treatments, and care transactions natively in Salesforce. Eposly is built for premium services and healthcare teams."
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[![Eposly](/assets/eposly-logo-BB9N99PW.svg)](/)

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[Home](/)/ [Industry](/industry)/ Services 

Industry

# Eposly for Premium Services & Healthcare

Run service, treatment, and membership transactions inside Salesforce, so payment and customer history stay on one record.

In high-touch service environments, the customer is known and the transaction is part of the relationship. Eposly executes these transactions natively in Salesforce, keeping service, payment, and customer data connected. Used by teams running Salesforce or [Health Cloud](https://www.salesforce.com/healthcare/cloud/) to manage service and payment workflows. Payments hardware at the front desk, terminals and related transaction systems, runs as part of the same Salesforce flow, so in-person payments land directly on the customer record.

[Book a demo](/contact)[Explore capabilities](/product/capabilities)

Industry context

## How transactions happen in service environments

Premium service environments share three traits: known customer, guided interaction, and transactions tied to the relationship. Operations are increasingly centralized around Salesforce, with customer or patient data, communication history, and service interactions consolidated into a single system. In healthcare, this is often built on [Salesforce Health Cloud](https://www.salesforce.com/healthcare/cloud/).

### Private healthcare & med spas

Weight loss clinics, cosmetic treatments, private clinics. Health Cloud environments with telemed and in-person hybrid.

### Wellness & membership services

Gyms, wellness centers, treatment programs. Recurring visits and long-term engagement.

### Premium personal services

Aesthetic, elective, or high-consideration services. Identity-driven, repeat interactions.

### Hospitality and other service environments

Service plus product combinations. Consultation, transaction, follow-up in one flow.

The challenge

## Where the service – and the Salesforce model – breaks

In many Salesforce service environments, payments are processed in external systems and only partially reflected in Salesforce.

### Disconnected service and payment

Service interactions are in Salesforce, but payments happen in external systems. Data arrives late or incomplete.

### No true customer view

The relationship system and the transaction system are different. Customer records remain incomplete.

### Inconsistent experiences

Personalization becomes inconsistent and follow-ups lose context without complete transaction data.

### Leaking package and membership revenue

When packages, memberships, and prepaid sessions are tracked outside Salesforce, balances drift, renewals get missed, and revenue slips through unnoticed.

The Eposly approach

## Service, payment, and customer data in one system, Salesforce

Eposly enables teams to execute transactions directly inside Salesforce, connecting payment, order, and customer in one flow. The interaction and the transaction happen in the same place. Eposly acts as a Salesforce-native transaction and payment layer for service environments.

Patient/Client Interaction

Service Selection

Pricing & Packages

Payment Execution

Transaction Record

Customer Record Updated

Key capabilities

## Key point-of-sale capabilities for service environments, natively in Salesforce

Built for service organizations running transactions and payments in Salesforce.

![](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='UTF-8'?%3e%3csvg%20id='Layer_1'%20data-name='Layer%201'%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%2032%2032'%3e%3cdefs%3e%3cstyle%3e%20.cls-1%20{%20fill:%20none;%20stroke:%20%233B82F6;%20stroke-miterlimit:%2010;%20stroke-width:%201.5px;%20}%20%3c/style%3e%3c/defs%3e%3cpath%20class='cls-1'%20d='M24.24,9.04c-.83,0-1.62.18-2.33.49-.82-1.76-2.61-2.99-4.69-2.99-1.4,0-2.67.56-3.6,1.46-1.06-1.25-2.63-2.04-4.4-2.04-3.18,0-5.76,2.58-5.76,5.76,0,.58.09,1.14.25,1.67-1.05,1.04-1.71,2.49-1.71,4.09,0,3.01,2.31,5.48,5.25,5.74,1,1.69,2.85,2.82,4.95,2.82,2.28,0,4.26-1.33,5.19-3.26.47.23,1,.35,1.56.35,1.73,0,3.18-1.22,3.53-2.85.55.18,1.15.27,1.76.27,3.18,0,5.76-2.58,5.76-5.76s-2.58-5.76-5.76-5.76Z'/%3e%3c/svg%3e)

### Salesforce-native transaction execution

Execute the full interaction directly inside Salesforce, without switching systems.

### Complete customer-linked records

Capture every transaction with full context on the customer record.

### Real-time context at point of service

Give staff access to customer history, purchases, and preferences during the interaction.

### Flexible payment across channels

Support in-person, remote, and hybrid journeys, all tied to the same record.

### Transaction-driven intelligence

Each interaction enriches Salesforce with structured data for segmentation and follow-ups.

### Consistent reporting and automation

Ensure transaction data is complete and immediately available for workflows.

### Service-based and bundled offerings

Handle services, packages, memberships, and product combinations naturally.

Environments

## Where Eposly helps serve better

Eposly is built for service environments where the interaction is personal, the customer is known, and the transaction is part of a longer relationship. Each interaction contributes to a complete transaction history inside Salesforce.

### Private clinics and med spas

Telemed plus in-person hybrid with Health Cloud integration.

### Wellness and fitness centers

Membership management, package sales, and recurring visit tracking.

### Aesthetic and elective services

Personalized pricing and treatment history for high-consideration bookings.

### Hospitality guest services

Premium transactions linked to guest profiles and loyalty programs.

### Optical and bespoke services

Consultation-to-transaction-to-follow-up workflows.

Why Salesforce-native

## Why Salesforce-native matters for in-person services

Personalization and continuity depend on accurate transaction data in Salesforce. Revenue is built over time: repeat visits, treatment programs, ongoing relationships. Eposly makes clienteling reliable by ensuring the data is correct at source. If the transaction is not captured in Salesforce, the customer record remains incomplete.

-   01
    
    ### Personalized service
    
    Recognize customers instantly and tailor interactions based on complete history.
    
-   02
    
    ### Repeat revenue
    
    Enable upsell, cross-sell, memberships, and packages to increase lifetime value.
    
-   03
    
    ### Channel consistency
    
    In-person, telemed, payment links: all tied to the same customer record.
    
-   04
    
    ### Compliance and governance
    
    Single governed environment with consistent access control and traceable records.
    

Related capabilities

## Related capabilities

[

### Transaction Execution

Explore 

](/product/capabilities/transaction-execution)[

### Assisted Sales & Checkout

Explore 

](/product/capabilities/assisted-sales)[

![](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='UTF-8'?%3e%3csvg%20id='Layer_1'%20data-name='Layer%201'%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%2032%2032'%3e%3cdefs%3e%3cstyle%3e%20.cls-1%20{%20fill:%20none;%20}%20.cls-2%20{%20fill:%20%233B82F6;%20}%20%3c/style%3e%3c/defs%3e%3cpath%20class='cls-1'%20d='M8.74,3.69c-1.46,0-2.68.99-3.05,2.34h6.11c-.37-1.34-1.59-2.34-3.05-2.34Z'/%3e%3cpath%20class='cls-1'%20d='M23.26,12.82c-1.46,0-2.68.99-3.05,2.34h6.11c-.37-1.34-1.59-2.34-3.05-2.34Z'/%3e%3cpath%20class='cls-1'%20d='M23.26,19.18c1.46,0,2.68-.99,3.05-2.34h-6.11c.37,1.34,1.59,2.34,3.05,2.34Z'/%3e%3cpath%20class='cls-1'%20d='M10.63,21.94c-1.46,0-2.68.99-3.05,2.34h6.11c-.37-1.34-1.59-2.34-3.05-2.34Z'/%3e%3cpath%20class='cls-1'%20d='M10.63,28.31c1.46,0,2.68-.99,3.05-2.34h-6.11c.37,1.34,1.59,2.34,3.05,2.34Z'/%3e%3cpath%20class='cls-1'%20d='M8.74,10.06c1.46,0,2.68-.99,3.05-2.34h-6.11c.37,1.34,1.59,2.34,3.05,2.34Z'/%3e%3cpath%20class='cls-2'%20d='M8.74,10.06c-1.46,0-2.68-.99-3.05-2.34h-1.74c.4,2.28,2.39,4.03,4.79,4.03s4.39-1.74,4.79-4.03h-1.74c-.37,1.34-1.59,2.34-3.05,2.34Z'/%3e%3cpath%20class='cls-2'%20d='M8.74,3.69c1.46,0,2.68.99,3.05,2.34h1.74c-.4-2.28-2.39-4.03-4.79-4.03s-4.39,1.74-4.79,4.03h1.74c.37-1.34,1.59-2.34,3.05-2.34Z'/%3e%3cpath%20class='cls-2'%20d='M23.26,19.18c-1.46,0-2.68-.99-3.05-2.34h-1.74c.4,2.28,2.39,4.03,4.79,4.03s4.39-1.74,4.79-4.03h-1.74c-.37,1.34-1.59,2.34-3.05,2.34Z'/%3e%3cpath%20class='cls-2'%20d='M23.26,12.82c1.46,0,2.68.99,3.05,2.34h1.74c-.4-2.28-2.39-4.03-4.79-4.03s-4.39,1.74-4.79,4.03h1.74c.37-1.34,1.59-2.34,3.05-2.34Z'/%3e%3cpath%20class='cls-2'%20d='M10.63,28.31c-1.46,0-2.68-.99-3.05-2.34h-1.74c.4,2.29,2.39,4.03,4.79,4.03s4.39-1.74,4.79-4.03h-1.74c-.37,1.34-1.59,2.34-3.05,2.34Z'/%3e%3cpath%20class='cls-2'%20d='M10.63,21.94c1.46,0,2.68.99,3.05,2.34h1.74c-.4-2.28-2.39-4.03-4.79-4.03s-4.39,1.74-4.79,4.03h1.74c.37-1.34,1.59-2.34,3.05-2.34Z'/%3e%3cpath%20class='cls-2'%20d='M13.53,6.03c.05.28.09.56.09.85s-.04.57-.09.85h18.26v-1.69H13.53Z'/%3e%3cpath%20class='cls-2'%20d='M3.95,6.03H.2v1.69h3.75c-.05-.28-.09-.56-.09-.85s.04-.57.09-.85Z'/%3e%3cpath%20class='cls-2'%20d='M13.53,6.03h-1.74c.08.27.13.55.13.85s-.05.58-.13.85h1.74c.05-.28.09-.56.09-.85s-.04-.57-.09-.85Z'/%3e%3cpath%20class='cls-2'%20d='M5.56,6.88c0-.3.05-.58.13-.85h-1.74c-.05.28-.09.56-.09.85s.04.57.09.85h1.74c-.08-.27-.13-.55-.13-.85Z'/%3e%3cpath%20class='cls-2'%20d='M28.13,16c0,.29-.04.57-.09.85h3.75v-1.69h-3.75c.05.28.09.56.09.85Z'/%3e%3cpath%20class='cls-2'%20d='M18.46,15.15H.2v1.69h18.26c-.05-.28-.09-.56-.09-.85s.04-.57.09-.85Z'/%3e%3cpath%20class='cls-2'%20d='M20.07,16c0-.29.05-.58.13-.85h-1.74c-.05.28-.09.56-.09.85s.04.57.09.85h1.74c-.08-.27-.13-.55-.13-.85Z'/%3e%3cpath%20class='cls-2'%20d='M28.05,15.15h-1.74c.08.27.13.55.13.85s-.05.58-.13.85h1.74c.05-.28.09-.56.09-.85s-.04-.57-.09-.85Z'/%3e%3cpath%20class='cls-2'%20d='M5.84,24.28H.2v1.69h5.63c-.05-.28-.09-.56-.09-.85s.04-.57.09-.85Z'/%3e%3cpath%20class='cls-2'%20d='M15.5,25.12c0,.29-.04.57-.09.85h16.38v-1.69H15.42c.05.28.09.56.09.85Z'/%3e%3cpath%20class='cls-2'%20d='M15.42,24.28h-1.74c.08.27.13.55.13.85s-.05.58-.13.85h1.74c.05-.28.09-.56.09-.85s-.04-.57-.09-.85Z'/%3e%3cpath%20class='cls-2'%20d='M7.44,25.12c0-.29.05-.58.13-.85h-1.74c-.05.28-.09.56-.09.85s.04.57.09.85h1.74c-.08-.27-.13-.55-.13-.85Z'/%3e%3c/svg%3e)

### Configuration & Pricing

Explore 

](/product/capabilities/configuration-pricing)[

![](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='UTF-8'?%3e%3csvg%20id='Layer_1'%20data-name='Layer%201'%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%2032%2032'%3e%3cdefs%3e%3cstyle%3e%20.cls-1%20{%20fill:%20none;%20stroke:%20%233B82F6;%20stroke-miterlimit:%2010;%20stroke-width:%201.5px;%20}%20.cls-2%20{%20fill:%20%233B82F6;%20}%20%3c/style%3e%3c/defs%3e%3ccircle%20class='cls-1'%20cx='12.52'%20cy='12.52'%20r='10.52'/%3e%3cpath%20class='cls-2'%20d='M15.23,17.31c-.51.34-1.35.68-2.43.68-1.32,0-2.49-.51-3.31-1.45-.62-.68-1.02-1.63-1.17-2.8h-1.01v-.8h.93v-.24c0-.26.02-.5.03-.73h-.96v-.81h1.07c.2-1.14.68-2.08,1.33-2.75.83-.86,1.89-1.35,3.22-1.35.96,0,1.71.28,2.17.52l-.33,1.07c-.41-.24-1.09-.46-1.82-.46-.88,0-1.59.31-2.15.89-.49.47-.81,1.21-.98,2.07h4.54v.81h-4.69c-.02.21-.03.46-.03.68v.29h4.72v.8h-4.61c.13.94.46,1.64.9,2.13.6.64,1.42.94,2.29.94s1.61-.33,1.99-.54l.28,1.03Z'/%3e%3cpath%20class='cls-1'%20d='M12.42,23.15c-1.03,0-2.01-.15-2.95-.43,1.37,4.22,5.33,7.28,10,7.28,5.81,0,10.52-4.71,10.52-10.52,0-4.78-3.2-8.81-7.57-10.09.33,1.02.51,2.11.51,3.24,0,5.81-4.71,10.52-10.52,10.52Z'/%3e%3c/svg%3e)

### Payments

Explore 

](/product/capabilities/payments)[

![](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='UTF-8'?%3e%3csvg%20id='Layer_1'%20data-name='Layer%201'%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%2032%2032'%3e%3cdefs%3e%3cstyle%3e%20.cls-1%20{%20fill:%20none;%20stroke:%20%233B82F6;%20stroke-miterlimit:%2010;%20stroke-width:%201.5px;%20}%20%3c/style%3e%3c/defs%3e%3cg%3e%3cpolygon%20class='cls-1'%20points='23.39%202.14%2010.72%202%2010.72%2023.77%2027.39%2023.77%2027.39%205.62%2023.39%202.14'/%3e%3cpath%20class='cls-1'%20d='M23.16,2.5v3.47h3.65c.35,0,.51-.43.25-.66l-3.46-3c-.17-.15-.43-.03-.43.2Z'/%3e%3c/g%3e%3cg%3e%3cg%3e%3cpath%20class='cls-1'%20d='M22.98,15.61c0-2.17-1.76-3.93-3.93-3.93s-3.93,1.76-3.93,3.93'/%3e%3ccircle%20class='cls-1'%20cx='19.06'%20cy='7.88'%20r='1.92'/%3e%3c/g%3e%3cline%20class='cls-1'%20x1='14.37'%20y1='17.34'%20x2='23.74'%20y2='17.34'/%3e%3cline%20class='cls-1'%20x1='14.37'%20y1='19.82'%20x2='23.74'%20y2='19.82'/%3e%3c/g%3e%3cpolyline%20class='cls-1'%20points='7.54%205%207.54%2026.77%2024.21%2026.77'/%3e%3cpolyline%20class='cls-1'%20points='4.61%208.23%204.61%2030%2021.28%2030'/%3e%3c/svg%3e)

### Intelligence

Explore 

](/product/capabilities/intelligence)

## Explore by sub-vertical

-   [
    
    ### Med spas
    
    Learn more
    
    ](/industry/services/med-spas)
-   [
    
    ### Gyms and fitness
    
    Learn more
    
    ](/industry/services/gyms)
-   [
    
    ### Healthcare and clinics
    
    Learn more
    
    ](/industry/services/healthcare-point-of-sale)
-   [
    
    ### Wineries
    
    Learn more
    
    ](/industry/services/winery-pos)
-   [
    
    ### Nonprofits
    
    Learn more
    
    ](/industry/services/nonprofit-pos)

Customer proof

## Services teams executing transactions inside Salesforce

![Omring](/assets/logo-omring-DOW3qg9-.svg)

### Salesforce-native operations for senior care and medical rental

Omring runs medical equipment rentals and senior-care operations natively on Salesforce, with checkout, contracts, and billing executed directly on the customer record.

[Read the Omring story](/customers/omring)

![Pearl Morissette](/assets/logo-pearl-morissette-JkjiH5Ig.png)

### One connected guest experience across winery and restaurant

Pearl Morissette unified tasting room, restaurant, and wine club transactions inside Salesforce, giving every guest a single connected experience from cellar door to follow-up.

[Read the Pearl Morissette story](/customers/pearl-morissette)

Trusted by Salesforce teams running assisted, in-person sales

![California DMV](/assets/logo-ca-dmv-ChOpnxF8.svg)California DMV 

![Omring](/assets/logo-omring-DOW3qg9-.svg)Omring 

![QLF Brands](/assets/logo-qlf-brands-BkOavipg.png)QLF Brands 

![David M Robinson](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='utf-8'?%3e%3c!--%20Generator:%20Adobe%20Illustrator%2021.1.0,%20SVG%20Export%20Plug-In%20.%20SVG%20Version:%206.00%20Build%200\)%20--%3e%3csvg%20version='1.1'%20id='Layer_1'%20xmlns='http://www.w3.org/2000/svg'%20xmlns:xlink='http://www.w3.org/1999/xlink'%20x='0px'%20y='0px'%20viewBox='0%200%20122.2%2054'%20style='enable-background:new%200%200%20122.2%2054;'%20xml:space='preserve'%20fill='%23333333'%3e%3cg%3e%3cpath%20d='M85.7,2.6H75.6L61.9,31.7L45.6,2.6H36c2.7,1.7,4.3,3.9,6.4,7.9l17.1,29.8L75.6,7.1v31.2c0,3.6-0.7,5.8-3.8,7.9h13.9%20c-3.1-2.1-3.8-4.3-3.8-7.9V10.5C81.9,6.9,82.6,4.7,85.7,2.6'/%3e%3cpath%20d='M111.2,40.5c-6.1-9.2-7.8-12.9-15.7-13.9c5.6-0.4,11.2-5.4,11.2-12.3c0-6.9-4.3-11.7-13.7-11.7h-1.6c7.2,1.7,8,8.8,8,12.3%20C99.6,20,97,26,88.3,26v0.3c7.1,0.4,10.5,6.9,15.1,14.2c3.8,6,6.9,11,13.3,11c2.1,0,4-0.6,5.5-1.5%20C115.8,49.3,113.7,44.2,111.2,40.5'/%3e%3cpath%20d='M18.1,2.6H0c3.1,2.1,3.8,4.3,3.8,7.9v27.8c0,3.6-0.7,5.8-3.8,7.9h18.9c15.6,0,21-12.1,21-21.8C39.8,11.3,31.9,2.6,18.1,2.6%20M16.5,44.5c-5,0-6.4-2.5-6.4-6.2v-34l0,0h8.2c9.5,0,14.3,7.4,14.3,20.1C32.5,37.5,28.6,44.5,16.5,44.5'/%3e%3cpath%20d='M42.2,38.1C42.2,38.1,42.2,38.1,42.2,38.1c-0.2,0.9-1.5,5.8-6.1,8.1c0,0,0,0,0,0h12.4C43.3,43.7,42.2,38.1,42.2,38.1'/%3e%3c/g%3e%3c/svg%3e)David M Robinson 

![Pearl Morissette](/assets/logo-pearl-morissette-JkjiH5Ig.png)Pearl Morissette 

![California DMV](/assets/logo-ca-dmv-ChOpnxF8.svg)California DMV 

![Omring](/assets/logo-omring-DOW3qg9-.svg)Omring 

![QLF Brands](/assets/logo-qlf-brands-BkOavipg.png)QLF Brands 

![David M Robinson](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='utf-8'?%3e%3c!--%20Generator:%20Adobe%20Illustrator%2021.1.0,%20SVG%20Export%20Plug-In%20.%20SVG%20Version:%206.00%20Build%200\)%20--%3e%3csvg%20version='1.1'%20id='Layer_1'%20xmlns='http://www.w3.org/2000/svg'%20xmlns:xlink='http://www.w3.org/1999/xlink'%20x='0px'%20y='0px'%20viewBox='0%200%20122.2%2054'%20style='enable-background:new%200%200%20122.2%2054;'%20xml:space='preserve'%20fill='%23333333'%3e%3cg%3e%3cpath%20d='M85.7,2.6H75.6L61.9,31.7L45.6,2.6H36c2.7,1.7,4.3,3.9,6.4,7.9l17.1,29.8L75.6,7.1v31.2c0,3.6-0.7,5.8-3.8,7.9h13.9%20c-3.1-2.1-3.8-4.3-3.8-7.9V10.5C81.9,6.9,82.6,4.7,85.7,2.6'/%3e%3cpath%20d='M111.2,40.5c-6.1-9.2-7.8-12.9-15.7-13.9c5.6-0.4,11.2-5.4,11.2-12.3c0-6.9-4.3-11.7-13.7-11.7h-1.6c7.2,1.7,8,8.8,8,12.3%20C99.6,20,97,26,88.3,26v0.3c7.1,0.4,10.5,6.9,15.1,14.2c3.8,6,6.9,11,13.3,11c2.1,0,4-0.6,5.5-1.5%20C115.8,49.3,113.7,44.2,111.2,40.5'/%3e%3cpath%20d='M18.1,2.6H0c3.1,2.1,3.8,4.3,3.8,7.9v27.8c0,3.6-0.7,5.8-3.8,7.9h18.9c15.6,0,21-12.1,21-21.8C39.8,11.3,31.9,2.6,18.1,2.6%20M16.5,44.5c-5,0-6.4-2.5-6.4-6.2v-34l0,0h8.2c9.5,0,14.3,7.4,14.3,20.1C32.5,37.5,28.6,44.5,16.5,44.5'/%3e%3cpath%20d='M42.2,38.1C42.2,38.1,42.2,38.1,42.2,38.1c-0.2,0.9-1.5,5.8-6.1,8.1c0,0,0,0,0,0h12.4C43.3,43.7,42.2,38.1,42.2,38.1'/%3e%3c/g%3e%3c/svg%3e)David M Robinson 

![Pearl Morissette](/assets/logo-pearl-morissette-JkjiH5Ig.png)Pearl Morissette 

![Salesforce](data:image/svg+xml,%3c?xml%20version='1.0'%20encoding='UTF-8'?%3e%3csvg%20id='Layer_1'%20data-name='Layer%201'%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%2032%2032'%3e%3cdefs%3e%3cstyle%3e%20.cls-1%20{%20fill:%20none;%20stroke:%20%233B82F6;%20stroke-miterlimit:%2010;%20stroke-width:%201.5px;%20}%20%3c/style%3e%3c/defs%3e%3cpath%20class='cls-1'%20d='M24.24,9.04c-.83,0-1.62.18-2.33.49-.82-1.76-2.61-2.99-4.69-2.99-1.4,0-2.67.56-3.6,1.46-1.06-1.25-2.63-2.04-4.4-2.04-3.18,0-5.76,2.58-5.76,5.76,0,.58.09,1.14.25,1.67-1.05,1.04-1.71,2.49-1.71,4.09,0,3.01,2.31,5.48,5.25,5.74,1,1.69,2.85,2.82,4.95,2.82,2.28,0,4.26-1.33,5.19-3.26.47.23,1,.35,1.56.35,1.73,0,3.18-1.22,3.53-2.85.55.18,1.15.27,1.76.27,3.18,0,5.76-2.58,5.76-5.76s-2.58-5.76-5.76-5.76Z'/%3e%3c/svg%3e)

AppExchange 

5.0 

[See what Eposly customers say on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qD0GEAU&tab=r)

FAQ

## Frequently asked questions

### Does Eposly work with Salesforce Health Cloud?

Yes. Eposly operates within Health Cloud and Salesforce industry cloud environments. Transactions are executed on patient records with full context. This ensures patient, service, and payment data are captured together, supporting complete patient records and compliance requirements.

### Can Eposly handle memberships and packages?

Yes. Eposly supports service-based offerings, packages, memberships, and product combinations.

### How does Eposly support hybrid journeys?

Through terminals, payment links, and virtual transactions, all linked to the same customer record.

### Does Eposly replace practice management software?

No. Eposly is the execution layer that ensures transactions are captured in Salesforce with full context.

### How does Eposly help with compliance?

By keeping transactions inside Salesforce with consistent access control and complete audit trails. This reduces reliance on external systems and simplifies audit trails, as all transaction data is captured within Salesforce instead of reconciled and pieced together afterwards.

### How do service providers track payments in Salesforce?

Many providers use external systems, which leads to incomplete data. Eposly records transactions directly in Salesforce, including payment, service, and customer context.

### Why is patient or customer data incomplete in Salesforce?

Because transactions often happen outside Salesforce. Payment and service data are added later or partially synced, leaving gaps in the record.

### Can Salesforce handle service transactions and payments together?

Not by default. Eposly - as the only truly Salesforce-native point-of-sale solution -  enables Salesforce to execute service transactions and payments in one flow, keeping data complete and connected. 

## See how Eposly works for service environments

Book a demo to see Eposly in action for your service environment.

[Book a demo](/contact)[Explore capabilities](/product/capabilities)

![Eposly](/assets/eposly-logo-BB9N99PW.svg)

![Salesforce Native app](/assets/salesforce-logo-BiJiXbuA.svg)native 

#### Product

-   [Overview](/product)
-   [Capabilities](/product/capabilities)
-   [Transaction Execution](/product/capabilities/transaction-execution)
-   [Assisted Sales & Checkout](/product/capabilities/assisted-sales)
-   [Configuration & Pricing](/product/capabilities/configuration-pricing)
-   [Payments](/product/capabilities/payments)
-   [Flexible payment methods](/product/capabilities/flexible-payments)
-   [Intelligence](/product/capabilities/intelligence)
-   [Feature List](/product/features)

#### Industries

-   [Industries](/industry)
-   [Retail](/industry/retail)
-   [Services](/industry/services)
-   [Public sector](/industry/public-sector)
-   [Manufacturing](/industry/manufacturing)

#### Company

-   [About](/about)
-   [Customers](/customers)
-   [Ascendx approach](/ascendx-approach)
-   [Partners](/partners)
-   [Contact](/contact)

#### Resources

-   [Blog](/blog)

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