Prepayments, Deposits and Card Capture for Online Bookings


Halaxy allows you to take payment or a deposit at the time that patients make an online booking. You can also choose to merely capture the patient's card details so you can process payments later.

Requiring payment or card capture at the time of booking can be set at the individual fee level. To allow patients to book a specific fee or service without entering their payment information, please see Disabling booking payments for specific fees.


Image: Setting your online bookings preferences to require full payment (expand image)

To enable prepayment for online bookings:

  1. Click Personal > Locations.

  2. Click the Edit (pencil) icon to the right of "Online Bookings and Profile Preferences" for the relevant practitioner at the relevant location.

  3. In the Payments section, select whether you require full payment, a deposit, or card capture. if you select Deposit, another field will appear for you to specify the percentage of the fee amount you require as a deposit.

  4. Click Submit.

RESULT: Whenever patients make an online booking, they will be required to make payment or enter their card details for card capture. This does not apply to fees where you have disabled booking payment.

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