1. What are Payment Links?
Payment Links are a secure way to collect payment when a patient is not physically present or cannot pay at your terminal. Common use cases include:
Collecting a deposit for a phone booking.
Taking payment in-clinic if your card machine is not working.
Allowing a patient to pay from their own device after an appointment.
2. How to Create a Payment Link
There are two primary ways to generate a payment link.
Method 1: When Booking an Appointment (For Deposits)
When booking an appointment that requires a deposit, the system will show the deposit amount due.
Click the Send Online Payment Link button.
A window will open with a QR Code and options to Send via SMS or Send via Email.
Choose your delivery method. The patient will receive a link to complete their deposit payment.
Method 2: From an Active Appointment Checkout
Open the appointment and proceed to the Checkout section.
Under payment methods, select Online Payment (Payment Link).
A window will open with a QR Code and options to Send via SMS or Send via Email.
Send the link to the patient. They can pay the full balance or remaining amount from their own device.
3. What the Patient Sees
When the patient clicks the link, they see a secure checkout page.
They can pay using all the payment methods enabled for your online bookings (e.g., credit/debit card, Klarna, Clearpay).
This allows you to offer "Buy Now, Pay Later" options in-clinic.
4. Tracking and Managing Payment Links
All payment links are tracked in a dedicated area for monitoring.
Go to the Financials section in the left sidebar.
Select Online Payments.
Here you will see a list of all sent payment links with key details:
Amount & Patient
Status: See if the link is Sent, Accessed, Paid, or Expired.
Created & Expiry Date
Important Security Note: All payment links automatically expire after 48 hours for security. If a link expires, you must generate and send a new one.
5. Key Features and Tips
Status Tracking: Use the status column to follow up. For example, if a link has been Accessed but not Paid, you may want to contact the patient.
Link Expiry: Be aware of the 48-hour expiry when informing patients.
Payment Confirmation: Once paid, the payment is automatically recorded against the patient's appointment in your system.
Need More Help?
If you have any questions about creating or managing payment links, please contact our support team. We're glad to help.