Please note that these settings may not appear unless you have met the following conditions:
- You have an active subscription
- Your clinic is connected to Stripe
- You have the Client Portal enabled
When you have the Client Portal setup for online booking and a Stripe integration connected to your Zencare account, you can choose whether or not you require clients to provide a credit card at the time of their appointment booking. If you would like to have clients provide a credit card at the time of booking, go to Settings, then Client Portal, and scroll to the bottom of this page. You will see a setting called Require valid payment method to book through Client Portal:
When this setting is set to No clients will not be required to provide a payment method when they book their appointments online. When this setting is set to Yes any clients that do not yet have a payment method saved to their Client Profile in the Payment Methods section of Account Details will be prompted to add a card or bank account when they book appointments online.
This setting also includes a text field where you can customize the message that appears online to your clients when they're prompted to add their payment method. You can use this message field to communicate any policies you have at your clinic for no show or late cancellation charges that clients need to be aware of when booking their sessions.
Client Experience
To make billing seamless, and avoid the stress of handling PCI, encourage your clients to add their payment methods online through Zencare's secure client portal.
When a client navigates to the My Account tab, they will see a button to Add Payment Method. Screenshot and share the below instructions to help your clients through the process!
Credit Card
- Select Credit Card as the Payment Type to Add
- Enter your Card and Cardholder Details
- Select Save, and the window will close.
- Back on the My Account page you will see the last 4 digits and expiry of the card that has been added.
Bank Account
- Select Bank Account as the Payment Type to add.
- Follow steps to connect with your Bank Account and authorize debit transactions.
- Back on the My Account page you will see the last 4 digits of the account that has been added.