Step 5: Picking your payment settings

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While you'll get the best experience by activating invoicing, all payment settings are entirely optional
Connecting to Square is highly recommended because it enables credit card collection, No-Show Guard™️ protections, and online invoicing
Activating No-Show Guard™️ s highly recommended because it keeps you in control in the event of a no-show or late cancellation
With No-Show Guard™️, you can require clients to enter a credit card number when booking online (or even pre-pay for the appointment)

Go to Setup, then Payment settings
Optionally, set Would you like to use ClinicSense to invoice clients? to Yes
Optionally, if not using invoicing, move on to Step 6: Setup completion checklist for ClinicSense
Click Save, in the bottom right corner
Move on to Part B, below

Complete Part A, above
Optionally, click the Connect to Square button
Optionally, follow the on-screen prompts to connect your existing Square account (or to set up a new Square account)
Click Save, in the bottom right corner
Move on to Part C, below

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