Pre-authorise a deposit or full amount on a client’s card similarly to how hotels do for incidentals and room rates. This is a softer approach compared to full payment upfront.
A ‘pre-authorisation’ is not a charge. The client’s issuing bank / credit card company holds the pre-authorised amount temporarily from the available balance.
The clinic must then take payment within 7 days or the hold will be released.
The clinic can cancel the hold if the client wishes to pay by another means.
The full amount must be taken, it is not possible to take a partial pre-auth.
NOTE: There is an additional 30p charge for using pre-authorisations. Then when the payment is actually taken, the standard 1.4% + 20p is applied
Optional pre-authorise tick box on a payment request (system admins can turn this off if required).
Message and pre-auth link sent.
Pre-auth payment screen (your clinic logo will show).
Pre-auth success message in chat.
When ready, take funds or cancel via the payments screen or on a payments search.
Payment completed.
