Require payment before scheduling on the client portal
Allow me to require my clients to make a payment before they can proceed with scheduling an appointment on the client portal.
5
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Kristin Davis commented
The ability to lock client accounts from appointment scheduling for outstanding balances or declined credit cards.
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Nickie Haine commented
requiring payment to schedule - and automatically charge within 24 or 48 hour window session. Also requiring payment prior to scheduling initial intake appointment