SimpleClinic allows you to store credit card details with a payment gateway, e.g. Stripe or Square.
You will first need to ensure you are signed up and connected to either payment gateway through Business Setup -> Integrations.
Once done, you can charge the stored details.
You can do this in two ways by going to Patients -> Select a patient record -> select the Finances tab ->
1. Add manually: Select Add New -> select the payment gateway -> enter cardholder and card details -> Click save.
2. Request via email: Select Request Payment Details -> send the below email as is or edit as needed, without changing the link, as this is needed for the patient to submit their card details.
You can also select a content block from the template drop down. When creating a content block to use in this email, you must use the merge tag {{url}} to add the link. It is also recommended to add your clinic name and contact details to the email.
