SimpleClinic allows you to store credit card details when integrated with an online payment gateway, e.g. Stripe or Square.
You will first need to ensure you are signed up and connected to either payment gateway through Business Setup -> Integrations.
Once done, you can charge the stored details.
You can do this in two ways by going to Patients -> Select a patient record -> select the Finances tab ->
1. Add manually: Select Add New -> select the payment gateway -> enter cardholder and card details -> Click save.
2. Request via email: Select Request Payment Details -> send the below email as is or edit as needed, without changing the link, as this is needed for the patient to submit their card details.
You can also create and select the content block from the template drop down.
Please note adding a Content Block will override the existing template hence why you will need to add into your content block not only your wording but also the merge tag {{url}} for the link to send. Please note this link can only be used once and will expire in 24 hours.
It is also recommended to add your clinic name and contact details to the content block to personalise it and prevent the email from landing in junk.
Please note the only merge tag supported in the body of the email is {{url}}.
