Setting Up Payment Processing

Dennis Myl

Updated August 09, 2022 16:05

Overview

Setting up payment processing on our platform couldn't be more simple! Collecting appointment fees, from regular session charges to no-show and cancellation fees, is all possible. To get set up, simply request a direct deposit form from your account manager, or at support@oncallhealth.ca.

Once this form has been completed, you will be able to accept and charge payments in the OnCall Health platform.

Quick Links ⚡️

Setting an Appointment with a Fee 💳

Completing Appointments ✅

$0 Fee Appointments 💳

Stripe Deposits 💸

Reset Payment Information 📕

Stripe Information 📘

Guide 📖

Setting an Appointment with a Fee 💳

To set up an appointment with a fee, click on the '+' icon in the bottom right of the screen. This will bring you to our appointment creation screen

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Proceed to fill in the details regarding the appointment, such as date, time, participants, etc.

After adding participants, you are able to set a fee to charge them for the appointment.

Note that if you have multiple participants, you are able to charge individuals different amounts in fees

Once a fee has been set, click 'Create Appointment

Once a fee is set for an appointment, participants will need to enter in a piece of valid payment information the next time they log in to the platform. Participants may use any major credit card or VISA debit card.

Once valid payment information has been entered, appointment participants will be able to log in for their appointment and any future appointments without being asked for payment information again.

Completing Appointments ✅

To process payment, the 'Complete' button must have been pressed, closing out the appointment and triggering the client to be charged automatically. Once 'Complete' has been pressed, an invoice will be sent automatically to the provider and the client indicating that they have been successfully charged for the appointment. Please note that failure to press complete after each appointment will result in missed payments.

$0 Fee Appointments 💳

For any clients who wish to be charged outside of the platform, or who do not wish to enter their credit card information, simply enter '0' into the fee field. Leaving the fee field completely blank will leave the 'Create Appointment' button grey, indicating that the system will not allow you to create a new session.

Stripe Deposits 💸

Once payment has been processed through Stripe, you will see deposits made in your connected account on a rolling basis every 4 days. The first deposit may take up to 7 days while Stripe verifies account information.

Reset Payment Information 📕

If clients need to reset their payment information, they can do so by contacting support@oncallhealth.ca. Please contact your account manager for more direction.