1. Ensure that your Payments feature is enabled and your Bank Setup has been completed. This is required to use the Payments feature.
2. Navigate to Setup. Then, select Online Booking Form.
3. Select Customize Form. This will open the form editor. Choose Add Field.
4. This will open a dropdown of available formats. Choose Payments.
5. You then have the opportunity to customize the question.
- Payments Label: This will be how the question appears to the patients. We recommend "Please provide your payment information" or, if applicable, a disclaimer for how that information will be used.
- Toggle - Hide for existing patients: This toggle allows you to hide this request from existing patients. While this is an optional control, it gives you more control over the returning patient experience.
- Toggle - Required: This toggle will set the question to be required to proceed with online booking.
- Toggle - For All Locations: This toggle enables you to set this question on the Online Booking Form for all the locations within your institution.