Setting Up Payment Processing

Brianna Felts

Updated October 26, 2023 13:55

Overview

Setting up payment processing on our platform couldn't be easier! Whether it's collecting appointment fees, managing no-show or cancellation charges, or handling regular session fees, we've got you covered.

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 💸

Update 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

Monosnap OnCall Health - Google Chrome 2023-10-26 .png

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.

💡Please Note: that if you have multiple participants, you can charge different amounts to different participants.

Once a fee has been set, click 'Create Appointment'

Once a fee is set for an appointment, participants will be asked to enter valid payment information the next time they log in to the platform. Participants may use any major credit card or VISA debit card. Once payment information is linked to an account, participants won't be asked to enter it again.

Completing Appointments ✅

To process a payment, the 'Complete' button must have been pressed, to close out the appointment and trigger the client to be charged automatically. Once 'Complete' has been pressed, an invoice will be sent automatically to both the provider and 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 blank will disable the 'Create Appointment' button.

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.

Update Payment Information 📕

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