In order to ask clients to enter their credit card number (or to pre-pay) when booking an appointment online, you must have a merchant account with ClinicSense so that we can store the information securely and charge the credit card when required.
Once you have a merchant account, you can ask clients to enter their credit card number (or pre-pay) when booking online by following these steps:
- Go to Setup
- Payment Settings
- Navigate to the No-show guard™ tab.
- Indicate the deposit settings you'd like to use. Your pre-pay options are the following:
- Nothing
- Nothing, but ask for their credit card number
- A deposit
- The full amount of the service
Note: You can then choose if you’d like to apply these settings to all clients or new clients only.