How Does My Clinic Start Using the Client Payment Feature?

Please note: Client Payments is currently available by request only (beta).
If your clinic would like to participate, email [e-mail] to be added to the testing list.

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Who Can Enable Client Payments?

Only Clinic Owners or Super Admins can enable and manage this feature.

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Step 1: Enable Client Payments

1. Go to More > Subscriptions > Client Payments

2. Review and confirm the subscription details:

   • One-time setup fee: $49 per clinic
     (Includes verification, onboarding, and activation)

   • Payment processing fee: 3.1% + $0.30 per card transaction (Stripe fee)

3. Confirm to continue

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Step 2: Complete Stripe Onboarding

• After confirming, you will be redirected to Stripe to securely complete onboarding.

• Stripe handles all payment verification and compliance requirements.

What happens next?

• Once onboarding is completed successfully, your clinic will receive a confirmation.

• If onboarding cannot be completed, Stripe will send an email explaining the reason provided by the third-party processor.

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How Do I Process a Client Payment?

Once Client Payments is enabled and onboarding is complete, you can begin collecting payments from clients.

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Process a Client Payment

1. Go to the Client Profile

2. Select Client Ledger

3. Click Add Ledger

4. Create a charge by entering:

   • Date

   • Charge amount

   • Optional description

5. On the far right of the ledger entry, select Make Payment

6. You will be redirected to Stripe’s secure checkout to complete the payment

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Helpful Notes

• All client payments are processed securely through Stripe

• Payment status updates automatically in the client ledger

• Access to client payments is role-based and determined by clinic settings

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