Taking payments

Deposits, invoices, checkout and memberships — how money attaches to the appointment and client.

Checkout — Sarah Mitchell CliniForm
Total £65.00
Method Card
Invoice #1842
Deep tissue 60 min — £65
Deposit already paid — £0 due
Receipt emailed to client
Illustrated preview of Checkout — Sarah Mitchell.

Walkthrough

  1. Install Online Payments and/or Point of Sale from Pro Apps.
  2. Connect Stripe (or your configured processor) under the payments hub.
  3. Take a deposit when the appointment is booked, or send an invoice after the visit.
  4. At reception, open checkout from My Day — card, cash, gift card or membership credit.
  5. Paid amounts appear on the client record, timeline and analytics. Do not keep a side spreadsheet.

Tips

  • Deposits reduce no-shows. Set them on the service, not as a one-off memory task.
  • Failed membership renewals show on the memberships dashboard for follow-up.

Related guides

Billing Manage your Cliniform subscription, invoices, payment method and Practice App purchases. Security Two-factor authentication, session management and security best practices for your team. Your profile Update your name, email, password and personal notification preferences. GDPR, export and retention How to export a client file, handle access requests and keep records for the right length of time.