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Require patients to enter a credit card to hold an appointment

Reduce no-show rates by requiring patients to provide credit card information when they book online.

1. Ensure that your Payments feature is enabled and your Payment Registration has been completed. This is required to use the Payments feature.

2. Navigate from the gear icon to Settings --> Online Booking Form.

3. Select Customize Form.

4. This will open the form editor. Choose Add Field.

5. This will open a dropdown of available field options. Choose Payments.

6. You then have the opportunity to customize the option.

  • Payments Label: This will be how the prompt to enter CC info appears to patients on the form. We recommend "Please provide your payment information" or, if applicable, a disclaimer for how that information will be used.
  • 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.
  • For All Locations: This toggle enables you to set this question on the Online Booking Form for all the locations within your institution

7. Click Save to add your changes to the form.

See how Dr. Turnwald has employed this strategy to keep his no-show rates from Online Booking very low. ‍