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Requiring Payment for Appointments

Learn how to require partial or full payment for online bookings in Zanda by integrating Stripe and configuring client portal settings and services.

We have found it typical in many practices, that the business would like to collect partial or full payment for a Service that is being booked online. Below are the steps for requiring payment to book a service.

In this article:

Important: The first necessary part of this is to connect and integrate Zanda with your Stripe account. You can do this under User Menu > Account Settings > Payments > Stripe

Enabling Required Payment in the Client Portal

After setting up Stripe navigate to  User Menu > Account Settings > Schedule > Client Portal > Access and Settings. In the "Request Payment When Booking" section,  choose the payment mode for Client Bookings and, if you offer classes, Group/Class Bookings. 

Payments will only be requested when the practitioner for the appointment is linked to Stripe, or when the account has a business default Stripe account connected. 

The options you have in each drop-down are;

  1. Disabled (would not request payment to book)
  2. Optional (clients can choose to pay during the online booking)
  3. Required (clients must complete payment before the online booking can be completed)

Inputting the Deposit Required for Booking an Appointment

When Required is selected for a paid service, Zanda requests payment during the online booking. If you do not enter a Portal Deposit, Zanda requests the full service price. To collect only part of the service price at booking, enter the deposit amount on the service. To do this: 

  1. Go to User Menu > Account Settings > Billing >  Services. 
  2. Click on a particular service name.
  3. The last field for the Service should be Portal Deposit. Input the amount you would like to collect on booking there. 
  4. Click Save.

❇️ Once you have completed the above steps, your Client Portal should then require the amount to be collected from each Appointment before it will allow them to complete their booking.

Clients select 'Securely Store Credit Card Details' when they process a Stripe payment when booking online. This option is enabled on the payment processing form by default. 

What happens to card details after a portal deposit?

Paying a deposit does not automatically save the client's card for future practitioner-initiated charges. The client must tick "Securely Store Credit Card Details" during the Stripe payment screen. If they do not, the card is used for the deposit transaction only and is not retained.

To reliably collect and store card details, the most dependable method is to send the client an online form with a Credit Card (Stripe) linked profile field as part of your intake process.

Frequently Asked Questions

❓ Can I force payment before a Client Portal booking is completed?

Yes. Connect Stripe, then set the relevant Request Payment When Booking drop-down to Required for Client Bookings or Group/Class Bookings. For a paid service, Zanda requires the client to complete the online payment before the online booking can be completed.

❓ How do I require a partial payment instead of the full service price?

Set a Portal Deposit amount on the service. When the service has a portal deposit, Zanda requests the deposit amount during booking instead of the full service price.

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