How do I set or change a deposit amount for an online appointment?
First, ensure you have linked your Stripe account to your practice's Portal.
Go to the 'Appointments' section, scroll down to find your appointment and click it to open it.
Add the deposit the same way you would add pricing: under 'Duration & Pricing', type in the amount you want in the 'Deposit' box.
Click 'Save', and you're all set! When the patient goes to book the appointment, they will be asked to pay a deposit online.
📝 Please note: For multi-sites, you'll need to make sure you are viewing a specific site's admin dashboard before adding deposits. Go to the dropdown in the top left corner of the Portal admin dashboard and select a location.
Why does taking deposit payments help my practice?
Asking patients to pay a deposit ahead of their appointment helps to:
Ease your practice's cashflow - So you aren't waiting for the full balance to be paid for every patient.
Improve conversion rate - Deposits establish credibility in your practice, so reliable patients are more likely to trust you and choose to book with you.
Reduce the risk of late cancellations and FTAs - As well as being more likely to book, customers are then more likely to turn up if they have already committed money towards the treatment.
💡 Top tip: If a patient pays a deposit via online booking, it will display in their 'Account' tab as a deposit which can then be allocated to an invoice later.