Objective
This SOP explains how to activate Klarna and Clearpay payment options in the AesthetiDocs booking platform for eligible full-pay bookings. It also outlines how to verify the setup from the patient’s perspective and when to contact support for assistance.
Key Steps
1. Confirm Stripe and AesthetiDocs payment readiness 0:25
Verify that your AesthetiDocs account is already connected to Stripe.
Check that Klarna and/or Clearpay are enabled in your Stripe account.
If you are unsure, contact support and request a setup check before proceeding.
Note: In most cases, clinics already connected to Stripe can enable these options immediately.
2. Open the payment options in Brand settings 0:50
In AesthetiDocs, go to Settings.
Open the Brand section.
Locate the Payment Options area.
Review the available toggles for booking payment methods.
3. Enable full payment before activating Klarna or Clearpay 1:06
Turn on the option that allows patients to pay in full through the booking system.
Understand that Klarna and Clearpay can only be enabled when full payment is active.
If Pay in Full is turned off, Klarna and Clearpay will not be available.
This restriction is intentional and prevents these payment methods from being used for deposit-only bookings.
4. Activate Klarna and/or Clearpay and set a minimum amount 1:52
Enable Klarna, Clearpay, or both, depending on your clinic’s needs.
Set a minimum transaction amount for each option.
Choose a threshold that fits your pricing strategy, such as reserving these methods for higher-value treatments.
Example from the demo: minimum amount set to £200.
Confirm the settings are correct before saving.
5. Save the payment configuration 2:19
Click Save to apply the payment settings.
Confirm the changes are stored successfully before testing the booking flow.
If needed, return to the settings page to adjust the minimum amount or payment toggles.
6. Test the patient booking journey 2:32
Go to the booking page and start a test booking.
Proceed to the final payment step as a patient would.
Select Pay in Full to confirm Klarna/Clearpay appears as an option.
If you choose a deposit-only path, confirm that Klarna/Clearpay do not appear.
7. Verify the available checkout methods 3:04
On the checkout screen, confirm the patient can see the expected payment methods.
When Pay in Full is selected, the patient should see Card, Klarna, and other supported wallet options such as Google Pay if available.
When Klarna is selected, the patient should see Klarna’s repayment choices.
Confirm the options shown match your configured settings and device/browser behavior.
8. Confirm Klarna repayment options display correctly 3:25
After selecting Klarna, verify the patient sees the available repayment plans.
Typical options include:
Pay now
Pay in 30 days
Pay in 3 interest-free installments
Ensure the checkout flow continues correctly after the patient selects a Klarna option.
9. Escalate issues or request a setup review 3:49
If anything does not appear as expected, contact support.
Ask support to confirm that Klarna/Clearpay are enabled correctly in both Stripe and AesthetiDocs.
Use support for troubleshooting, account verification, or general questions about the feature.
Cautionary Notes
Klarna and Clearpay are only available for full payments, not deposit-only bookings.
Ensure the minimum amount is set appropriately so low-value treatments do not unintentionally qualify.
Availability may depend on whether the payment methods are enabled in Stripe.
Test the flow after saving to confirm the patient experience matches your intended setup.
Do not assume the feature is active until you verify it in the booking checkout.
Tips for Efficiency
Check Stripe eligibility first to avoid unnecessary setup changes.
Use a clear minimum amount policy for all clinics or treatment categories.
Test both a full payment and a deposit booking to confirm the rules are working correctly.
Keep support contact details handy in case you need a quick account verification.
Document your chosen minimum amount and enabled payment methods for internal reference.