At long last, something very exciting is here: online payments!
If you’re using online bookings, your patients can pay online at the time of the booking. This should be particularly useful if you offer telehealth appointments—as your patients can book their video call and pay at the same time!
Note: Online payments are only available for online bookings, so you can’t take payment through Cliniko for appointments booked over the phone—yet. However, that’s coming in the future!
Below, we’ll give you a run-down of how online payments works—for more, check out the full how-to guide over on the support site!
Setting up online payments
You will need to have an account with Stripe in order for this to work. If you have one already, great! If not, don’t worry—read on, and we’ll get you set up with one quickly and easily!
Head to Settings in your Cliniko account. You’ll see a new link in the Finances section called Online payments:
On the next page, press the Connect with Stripe button:
If you already have a Stripe account, you can sign in (there will be a spot for you to do so on the next page). If you don’t, you’ll have to create one.
After filling out the details on Stripe, you’ll want to be sure that you authorise access to the account (there will be a button at the bottom of the Stripe page).
Note: Linking your Stripe account with your Cliniko account will not automatically enable online payments. You’ll need to configure some additional settings!
Once you’ve authorised Stripe access, you’ll be brought back to your online payment settings, and it’ll look something like this:
Next, you’ll want to enable your account settings to:
- Accept online payments
- Choose whether or not you want to require payment before the booking is confirmed
- Select the payment type that any online payments will be logged as
- Select the services that will accept online payments
There’s a more in-depth guide to setting this all up over here!
What does the patient see?
When it comes time to book and pay, the patient is going to go through the regular online bookings process. There’s going to be no difference to them, except for the final step—the payment!
Once the patient selects their appointment and fills out their personal details, they’ll be prompted to input their payment information. If you require that payment is entered prior to the booking, the patient will see this at the top of the online bookings page, before they can actually confirm their appointment:
After that, they’ll have to input their payment details:
Then they’ll book their appointment as normal!
How are online payments recorded in Cliniko?
On online payment is going to look pretty similar to a “regular” payment. There are a few key differences, though.
Firstly, an invoice will automatically be created—and paid . The little symbol on the appointment will indicate this (by the little black “money” symbol):
If you open the appointment, you’ll see this, as well:
If you view the payment, you’ll note a new field at the bottom—“Online payments”. This indicates the total payment, as well as the Stripe fee, the net payment amount, and the date it was paid.
As always, if you have any questions about online payments, our support team is here to help. Happy booking!