- Payment settings allow you to collect payments through ClinicSense
- That includes automatic collection, manual collection, and email invoicing
- ClinicSense can also help you reduce lost revenue by setting up No-Show Guard™️
Contents
- About payment settings
- Part A: Activate invoicing
- Part B: Connect Square
- Part C: Add taxes
- Part D: Activate No-Show Guard™️
- Related articles
About payment settings
- 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
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With No-Show Guard™️, you can require clients to enter a credit card number when booking online (or even pre-pay for the appointment)
Part A: Activate invoicing
- 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
Part B: Connect Square
- 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
Part C: Add taxes
- Complete Part B, above
- Go to the Taxes tab, near the top left
- Optionally, enter your first Tax Name and Tax %
- Optionally, click the add (+) icon to add another tax
- Click Save, in the bottom right corner
- Move on to Part D, below
Part D: Activate No-Show Guard™️
- Complete Part C, above
- Go to the No-Show Guard™️ tab, near the top left
- Select your No-Show Guard™️ preferences
- Click Save, in the bottom right corner
- Move on to Step 6: Setup completion checklist for ClinicSense
Related articles
- Step 1: Adding a location to your ClinicSense practice
- Step 2: Adding a practitioner to your ClinicSense practice
- Step 3: Adding services to your ClinicSense practice
- Step 4: Picking you scheduling settings in ClinicSense
- Step 5: Picking your payment settings in ClinicSense
- Step 6: Setup completion checklist for ClinicSense
- How to reduce lost revenue by setting up No-Show Guard™️