Practice Management on Embodia - Part 2: Scheduling

The actions described in this lesson require a Manager permission on your clinic.

Go to your Online booking page by clicking on Online booking under My clinic > Scheduling settings in the top bar and then scroll to the Online booking settings section.

By default, when a client books an appointment, they are not asked for their payment information. You can override this behaviour by:

• Requiring clients to enter their payment information: if this option is selected, when trying to schedule a consult using online booking, the client will be asked to provide their payment information if they have not previously done so. They will not get charged on booking.
• Require clients to pay for the appointment upfront: if this option is selected, when trying to schedule a consult using online booking, the client will be asked to pay the full amount.
• Require clients to partially pay for the appointment upfront: if this option is selected, when trying to schedule a consult using online booking, the client will be asked to pay a percentage of the full amount (specified by you).

Please note that you must select a payment method connected to Stripe for this setting to fully take effect.

This will set the default behaviour for collecting payment information on booking for your clinic. You will also be able to override this default behaviour on a per service basis.