This article explains the Payment Deposit options for online booking, how the deposit amount applies across services, and how to override the deposit requirement for an individual service.
Walkthrough Video
In This Article
- Payment Deposit Options
- Requiring a Deposit
- Deposit Amount
- Overriding the Deposit Setting for an Individual Service
- Frequently Asked Questions
- Disclaimers
Payment Deposit Options
Payment deposit options for online booking are managed in Settings > Scheduling > Online Booking > Location Settings, under Payment Deposits.
There are three options available in the Payment Deposits dropdown:
- Not Required – Payment information will not display on the online booking page.
- Save Card on File – A card is saved for potential future use, but no deposit is charged at the time of booking.
- Deposit Required – A deposit must be paid in order to complete the online booking.
Requiring a Deposit
When Payment Deposits is set to Not Required, the payment information section will not display on the online booking page.
When set to Save Card on File, the patient's card is saved for potential future use without an upfront deposit charge.
When set to Deposit Required, patients must complete payment information as part of the online booking process.
For details on how deposits are applied to Superbills and when full payment is required, please see [link to related article].
Deposit Amount
There is only one deposit amount available at a time. This amount applies to all services for which the Deposit Required setting is enabled – the deposit amount cannot be varied by service from this setting.
Overriding the Deposit Setting for an Individual Service
To opt an individual service out of the location-level deposit setting, open that service and go to the Payments tab.
In the Payment Policy Override section, you can choose one of the following overrides for that service:
- Require No Payment
- No Saved Card Required
At this time, these are the only available options for adjusting the payment policy at the individual service level.
Frequently Asked Questions
Can I set a different deposit amount for different services?
No. Only one deposit amount can be set at a time, and it applies to all services that have the Deposit Required setting enabled.
How do I stop a specific service from requiring a deposit or saved card?
Open the service, go to the Payments tab, and choose either Require No Payment or No Saved Card Required in the Payment Policy Override section.
Where do I find the Payment Deposits setting?
Go to Settings > Scheduling > Online Booking > Location Settings, and look for Payment Deposits.
If a patient saves a card will it be required next time?
Yes, if you have set any payment requirements this will be required each time the patient books and appointment.
Disclaimers
- The Payment Deposits setting applies at the location level; individual service overrides are limited to the options described in this article.
- Always check the latest version of this article, as available payment policy override options may change in future releases.