Deposit setting

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When a booking requires a deposit, our system sends the patient a notification with all the relevant details, including a payment link, as long as the "Sent after appointment created" message template is turned on, allowing them to pay directly with just a click.

Custom Deposit Rules

Different branch has different deposit rules. So, you could customize your rules. To do so, please do the following steps:

  1. From top menu, select Clinics, then click action menu and click View Branch(es).
  2. Click action menu, then click Deposit Setting.
  3. There are 2 menus: 
  • Quick Deposit Setup
    This is the place if you want to specify:
    - Waive deposit if a patient has injection bank balance 
    - Auto confirm if a patient has injection bank balance
    - Deposit required for new users: specify the duration threshold (exceed this duration, new users should pay the specific deposit amount),
  • Add new rule
    You can specify your own rules here. If there is less than X treated appointment on the branch, a patient should pay deposit. And you can specify whether the other deposit amount should be add up or you want to override the other deposit rules (on the individual treatment).

Deposit payment time window

You need to specify how long the system should wait before the appointment auto canceled by the system. To do so, you need to go to edit branch page. Please do the following:

  1. From top menu, select Settings > Clinics.
  2. Click Action menu > click View Branch(es).
  3. Click Action menu > click Edit Branch
  4. Activate toggle button on "Auto cancel appointment if deposit is not paid (after appt. created)". Here you can specify how long the system should wait before the appointment get canceled if the patient doesn't pay the deposit.

If a booking' has been canceled and the patient paid their deposit, the system will update the appointment status to "confirmed" as long as the time slot is still open.

Deposit Policy

Also if you want to show your clinic's deposit policy to customer, you can create the text here:

  1. From top menu, select Settings > Clinics.
  2. Click action menu, click Deposit Policy.
  3. The text will be shown to the patient when he/ she pays the deposit.