We’ve made a couple of changes to the online payments integration! The functionality is still the same (well, it’s actually a little more flexible—we’ll explain more!), but the location of where you initially connect Cliniko to Stripe (the online payment provider) has moved from the “Finances” section of the settings to the “Integrations” section.
Also, to select which appointment types can take online payments, you’ll now want to head to the individual appointment type settings. (Previously, you would have selected which appointment types took online payments in the online payment settings.)
Note: one important thing to note about this is that you can now require or allow payments on a per appointment type basis—previously it was a bit of an “all or nothing” thing (so all appointment types would either have to require payment, or just allow payment without it being fully enforced). Now, you can specify which appointment types will absolutely require payment before booking, but you can leave other appointment types a little more flexible! We’ll explain below.
Within each appointment type, at the bottom, you’ll see an area called “Online payments”:
From there, you can select whether online payments will be disabled, allowed, or required:
As mentioned, because these online payment settings are now per appointment type, you can be quite picky (if you’d like) about which ones require payment, and which ones you will allow (but not necessarily require) payment for prior booking.
And finally, you’ll be able to easily see which appointment types have online payments enabled thanks to a little “flag” next to the relevant ones in your main list of appointment types:
If you were already integrated with Stripe for online payments, these changes won’t affect your current integration or setup. The process has simply been streamlined a little bit more!
As always, if you have any questions, we’re happy to help!