If your clinic is currently using online bookings, your patients can pay in advance for their appointment at the time of the booking using the Stripe Integration. Similarly, you can request online payment through Cliniko directly! This guide will walk you through the process of setting up automatic email receipts.
Set up automatic email receipts
Head to Settings, and then Integrations:
As long as you’re integrated with Stripe, within the Stripe Payment section, you’ll see a drop-down to automatically email receipts for payments (this will apply to all payments, both online bookings and payments requested from Cliniko directly):
Current options include:
None: no email receipt will be sent at the time of payment.
Cliniko invoice: a customised email will be sent at the time of payment (which can be updated via Settings → Invoices)
Cliniko payment receipt: default email content will be sent at the time of payment (just note this email cannot be customised at this time).
Stripe receipt: a customised email from Stripe will be sent at the time of payment (this can be changed by heading to the Branding page within your Stripe account settings).
Once you make your selection, make sure to save your changes and you’re all set:
The next time a patient makes an online payment, they will be emailed a receipt based on the settings you've chosen!