Collect credit card information at the time patients schedule appointments online so you can reduce no-shows.
To add the payment field to the online booking form:
1. Ensure that your Payments feature is enabled and your Payment Registration has been completed. This is required to use the Payments feature.
2. Navigate from the gear icon to Settings --> Online Booking Form.
3. Select Customize Form.
4. Choose + Add Field.
5. Select Payments from the drop-down of available fields.
6. Customize the payment option:
Payments Label: This will be how the prompt to enter CC info appears to patients on the form. We recommend "Please provide your payment information" or, if applicable, a disclaimer for how that information will be used.
Hide for existing patients: This toggle allows you to hide this request from existing patients. While this is an optional control, it gives you more control over the returning patient experience.
For All Locations: This toggle enables you to set this question on the Online Booking Form for all the locations within your institution
7. Click Save to add your changes to the form.
If a patient does not show up for their scheduled appointment, you can charge the card your no-show fee.