This feature is available for Jane Payments users. If you’re not signed up yet, you can learn more about Jane Payments and get all set up when you’re ready!
Your Online Booking Payment Policy sets a default for every treatment at your clinic, but not every treatment requires the same policy. A drop-in class with a high no-show rate might need full payment upfront, while a free consultation might need none at all. This guide walks you through setting a payment rule for an individual treatment or class.
🩵 Jane Tip: Looking to set your clinic’s overall default instead? Check out our guide on How to Set Up Clinic-Wide Online Booking Settings.
Setting Up a Treatment-Based Payment Policy
How to set up a pre-payment policy for your clinic as a Full Access User:
- Go to Settings > Treatments, Classes & Group Appointments
- Click Edit next to the treatment or class you’d like to set a payment rule for
Scroll down to the Online Booking section and find Booking Payment Rule.
By default, this is set to Use clinic default rule, which follows your clinic’s existing Online Booking Payment Policy.
To set something different for this treatment, select Set a custom rule. You’ll then see four options:
- No payment required
- Save a card on file (recommended)
- Full payment required
- Fixed deposit required - selecting this opens a field where you can enter your deposit amount
Click Update Treatment to save.
📣 Heads up: If a patient has an individual payment rule set on their profile, that patient-specific rule will take priority over whatever is set for a treatment.
Still have questions? Feel free to contact our support team and we’d be happy to help!