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Navigating your Semble Pay Dashboard

This article will guide you through each section of the Semble Pay dashboard to help you efficiently manage your practice's finances.

The dashboard is designed specifically for healthcare professionals using Semble Pay. If you are connected with the Standard Stripe integrations, you can find more information on the Stripe Integration here.

Note: To view the Semble Pay Dashboard, you must have a role assigned to your that gives you permission to access the Integrations page.

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Accessing Your Semble Pay Dashboard

Note: You must have Semble Pay integrated with your Semble account to access the dashboard. If you haven't set up Semble Pay yet, please see our Overview of Semble Pay article.

 
1. Navigate to Settings from the main menu.

2. Click on Integrations in the left-hand menu.

3. Scroll down to the Payment Services section.

4. Click "View Semble Pay Dashboard" next to your Semble Pay integration.
View Semble Pay Dashboard
 
You will be redirected to your Semble Pay Dashboard in a new tab where you will be required to sign in to your account.
 

Understanding the Homepage

When you open your Semble Pay Dashboard, you'll see an overview page displaying key financial information at a glance. The homepage is designed to give you immediate insight into your practice's payment activity and account status.
 

The homepage includes:

Recent earnings - a visual representation of your net earnings over time. You can adjust the date filters to view the past year, 3 months, 4 weeks or 7 days.
 
Home recent earnings

The Earnings Chart displays the net volume of your practice's charges and transfers over time, providing a clear visual representation of your revenue trends.

Recent transactions - your 5 most recent transactions

Home recent transactions

Total balance - your practice's current balance held in Stripe and information about upcoming payouts

Home total balance and payouts

Activity - here you will find important notifications and updates

Home activity

This overview on the Homepage allows you to quickly check your financial health without navigating through multiple pages. By clicking on 'See all/details', you will be taken to a more detailed view of each section.

Total Balance and Payouts

The Total Balance component is one of the most important sections of your dashboard, showing your current financial position and upcoming payout information.

What you'll see:

  • Total balance – The total funds available in your Semble Pay account
  • Available now – Funds currently available for payout (for more information on when payouts are made, please see the Payouts section in our Semble Pay FAQ page).
  • Next payout – The date and amount of your next scheduled payout
  • Destination – The bank account where funds will be sent

For more detailed information about payouts and to view your complete payout history, go to the 'Reviewing Payouts' section of this article.

Reviewing the Balance Page

The Balance page provides a quick view of your most recent payment activity, allowing you to see the latest charges, refunds, and other financial events at a glance. You can also find all historical information here to view all transactions processed.
 

What you'll see:

  • All transactions processed through Semble Pay
  • Transaction date, status and amount
  • A brief description of each transaction

Note: Only successful transactions appear in this list. Failed transactions are not displayed in the Semble Pay Dashboard. For internal visibility on failed transactions, please contact Semble Support at support@semble.io.

The filters will allow you to view all transactions, or filter to specific dates, availability or by type.

Transactions filters-1

Date - you can filter to view only more recent transactions, a specific date, or transactions made within a date range.

Available on - this allows you to view transactions based on when the funds are made available to you through a payout.

Type - you can filter to view payments made to you, refunds made back to a patient, or payouts into your nominated bank account.

The table will show you 10 transactions per page. You can navigate between pages by scrolling to the bottom of the table and selecting 'Next' or 'Previous'.

transaction navigation

Reviewing Payouts

To view more information on all payouts that have been made to you, you can toggle to the 'Payouts' tab inside the Balance page.

This will filter out all payments made to you and give you a clearer view of the funds that have been transferred to your bank account.

Transactions payouts

By clicking on one of the payout transactions , you will be able to see more detail about the transfer, as well as a list of payments included in the payout and the total fees charged.

payouts

To learn more about fees collected for transactions with Semble Pay, please see the Cost & Fees section in the Semble Pay FAQ article.

Exporting Transaction Data

The Semble Pay Dashboard allows you to export transaction and payout data for accounting, record-keeping, and reconciliation purposes.

1. Navigate to the Balance page.

2. Click on Export from the top-right corner of the table.
 Balance export
 
3. Select the Date range you would like to export
 
4. Choose which columns you would like your exported data to display (you can select the default, all columns, or customise your options).
 
5. Click on Export to begin preparing your file. This will generate a CSV file.
 Export select
 
6. Once completed, your file may automatically download. If it doesn't begin downloading automatically you can click on the link provided to try downloading it again.
 

Activity Hub

The Activity page displays important notifications and alerts about your Semble Pay account, ensuring you stay informed about critical account activities.
 
It can help you stay on top of your account health and respond quickly to any issues that require attention.
 

Note: Check your Activity Hub regularly to ensure you don't miss important account updates or required actions that could affect your payouts.

Account Settings

The Settings section allows you to view and update important information about your Semble Pay account. You will have configured these settings at the time of creating and integrating your Semble Pay account, but you can review and amend your settings at any time.
 

To access your account settings, click on Settings from the left-hand menu on any page in your Semble Pay Dashboard (visible in the bottom-left corner of every screen).

Settings

What you can manage:

  • Display name - How your business name is displayed to patients on receipts
  • Team members – Invite or remove additional users to view the dashboard
  • Business type - How your business is categorised within Stripe
  • Professional details - Add your business website and industry
  • Personal details – Account owner details
  • Payout details – The bank account you would like your payouts to be transferred to

Managing Users in your Semble Pay Dashboard

You can add/remove user access in your settings to allow others to be able to access the same Semble Pay Dashboard. If you are the main account holder for your Semble Pay account and you leave, you can also transfer ownership to someone else.

Adding users

If you need more users to have access to your Semble Pay Dashboard, you can add them to have access through their own, unique login.

1. From Settings, find Team members and select Edit. You will be sent a verification code to authorise access before making changes.
Settings Verification code

2. Once verified, select '+ Add team member'.
 settings add team member
 
3. Type the email address of the user you would like to add and then click on 'Invite'.
Settings invite
 
You will then see that the invitation is pending. The user you've invited will receive an email notification prompting them to join and set a password for their own login.
Settings invite pending
 

Removing users

Any users that have been added can also be removed if you no longer want them to be able to login with their own credentials.

1. From Settings, find Team members and select Edit. You will be sent a verification code to authorise access before making changes.

2. Once verified, click on the three dots next to the user you would like to remove.

settings remove user

3. Select 'Remove from account'. This will immediately remove this user's access and they won't be able to log in with the email address and password they created.

settings remove from account

Transferring ownership

If you are the main account holder for Semble Pay/Stripe and you are leaving the practice, you're able to transfer the ownership to another user to continue managing the account.

Note: You must transfer the ownership of the account before leaving. If the email address associated with your account is deactivated before ownership of your Semble Pay is transferred to another user, you may lose access.

1. From Settings, find Team members and select Edit. You will be sent a verification code to authorise access before making changes.

2. Once verified, click on the three dots next to the user you would like to transfer the ownership to.

settings transfer ownership

3. Select the preferred method you'd like to use to verify your identity to proceed. If you would like to use a mobile, you can scan the QR code, or you can select 'Other options' to continue on the same device.

transfer scan qrtransfer other optionstransfer scan ID

4. Once you have chosen the method you'd like to use, you can proceed to scanning your ID to verify your identity.

Please note that the exact interface you see will depend in the device and method you've selected.

If the current account owner is not longer at your practice and ownership has not been transferred, please contact our Support team at support@semble.io, proving relevant account details (Practice name, practice ID and details of the user who has left) and an explanation of the current circumstances.

Note: Any user you invite must also have appropriate permissions in their Semble user role to access the Integrations section where the dashboard link is located. For more information on managing user roles, see here.

Updating your Bank Account Details

You should ensure your bank account details are always current and accurate. Incorrect bank details will cause payout failures and delays.

Bank details are added the first time you created your Semble Pay account, but you can amend the details at any time.

Edit your current bank details

If you change the main bank account you use to receive payouts:

1. In Settings, scroll down to Payout details.

2. Click on the three dots next to your current bank account and select Edit.
bank edit
 
3. Verify your account information by confirming the previous account number and then click Confirm.
bank verify

4. Enter your updated bank details carefully.

5. Click Save.

You may be required to verify the new account through a confirmation process.
 
 

Add/edit/remove an additional bank account

If needed, you can nominate a secondary bank account to receive payouts. When you have more than one bank account, one will be the default and this is where payouts will be sent to, but you can easily change between accounts.

1. In Settings, scroll down to Payout deatils.

2. Click on 'Add bank account'.

bank add bank account

3. Verify your account information by confirming the previous account number and then click Confirm.

4. Enter the country, currency, sort code, account number and confirmation of your account number and then select Save.

bank add bank details

5. Once you have added an additional account, you can manage this further by clicking on the three dots and selecting one of the following options;

a. Edit - this allows you to edit the bank account details saved.

b. Set as default - this will become the default bank account your payouts are transferred to.

c. Remove - delete the additional bank account from your account settings.

You cannot delete the default bank account. If you need to delete the bank account that is currently set as default, you must first add a new account and set it as default before deleting the old account.

 

Note: Bank Account Details are required for payouts. Without proper bank account information, you will experience disruptions to your scheduled payouts. Ensure all bank account details are accurate and up-to-date to maintain seamless payout processing.