How to Allow Online Bookings Without a Credit Card

Ensure that no credit card is required for bookings by checking both the general online booking payment policy and any service-level overrides.

Set General Online Booking Policy

Configure your system so bookings don't require a credit card or payment.

1. Log in as the Admin.
2. Click the Gear/Cog icon in the top right.
3. Go to Web Portal & App.
4. Find the Online Payment Policies / Online Booking Payment Policy section.
5. Set the policy to ensure no credit card/payment is required to book.
6. Save your changes.

Check Individual Service Overrides

Verify each service's payment policy to ensure they align with the general settings.

1. Go to Base Setup.
2. Select Services.
3. Open the desired service.
4. Check the Payment Policy Override.
5. Set it to “No credit card is required to book an appointment.”
6. Save.

This process is vital because a service-level Payment Policy Override can require a credit card even if the general booking policy does not.

Note: These changes only apply to new patients and will not affect existing ones.