Charge at appointment booking
planned
M
Michelle Knight, APRN FNP-C
Easily charge a fee during appointment booking, no separate workflow nor redirects.
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A
Alexa Schulte
updated the status to
planned
Tasha Demkiw
Merged in a post:
Allow $0 payment for online sign-up of a non-member service
L
Laura Marshall
This should be enabled for booking so that a chart can still be generated when a free consultation or some other non-member booking is made.
Tasha Demkiw
Merged in a post:
Require payment before self-scheduled booking
S
Suny Caminero
Allow patients to choose an appointment day during self-scheduling, then require payment
before
the appointment is booked/confirmed.## Customer / context
- Customer: [Practice name / ID]
- Product area: Scheduling + Enrollment / Payments
- Impact: [e.g., lost conversions, unpaid bookings, admin time]
- Priority/urgency: [High/Med/Low]
## Current behavior
- Patient starts by going directly to the Scheduler.
- Patient can select a slot and proceed through booking.
- Patient is notdirected to pay as part of this flow, so appointments can be booked without upfront payment.
> There is another existing flow: patient completes
enrollment first
, then reaches the scheduler. ## Desired behavior
(Preffered): Paywall before booking confirmation
- Patient opens self-scheduling.
- Patient selects the day/time they want to book.
- System directs patient to payment (or checkout) beforethe appointment is confirmed/booked on the schedule.
- Only after successful payment:
- The appointment is created/confirmed, and
- Patient receives confirmation.
P
Philip Browne
Also agree this is a major need. I want to offer a mental health membership which would include med management appointments but therapy sessions billed al a carte. An option for an automatic invoice to be paid (or deposit) at time of booking an appointment would be a huge benefit to our practice being able to offer that plan.
K
Kelsey Walker
This would be amazing. Adding that it would be preferred if it could charge either the entire cost or partial amount/ deposit (we can choose what amount by $ or % of total cost).
T
Tara Nowakhtar
this would be great. I just started my practice and sending invoices has been manageable thus far, but I can't imagine creating and sending an invoice for every appointment scheduled as my panel increases in size!! Hopef this is a fix that's coming soon.
D
Dr. Sara Bazan
Yes please! It would be nice to have the option to set-up the preferred work-flow: to charge or not to charge prior to completing the booking.