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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 you will first navigate to  User Menu > Account Settings > Schedule > Client Portal > Access and Settings and toggle on the setting for "Request Payment When Booking", as shown below. 

The options you have in this drop-down are;

  1. Disabled (would not require payment to book)
  2. Optional (some appointments will require payment for the online booking)
  3. Required (all appointments will require payment for the online booking)

Inputting the Deposit Required for Booking an Appointment

Along with allowing this through the Client Portal setup, you will also need to specify within your Services how much you want to collect for clients to be able to book an Appointment through the Client Portal. You can require partial or full payment here. 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.