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Take payments and deposits online

Connect card payments, set deposits, and control what patients can do at checkout.

Table of Contents
  • On Overview, click Connect payments and finish the setup.

  • Set a Payment policy per service, or use your company default.

  • In the page builder, choose the payment options patients see.

  • Set whether patients can cancel or reschedule in the portal. Those actions follow your cancellation policy.

Up next

Next, read Set up a custom domain.