Accept Payments from Your Clients in TheraPlatform

TheraPlatform allows you to accept cash, check, and credit card payments. If your clients provide payments in the form of cash or a check, you can mark these types of payments by applying payments to invoices.

You can also collect credit card payments from your clients in TheraPlatform. Our platform is integrated with Stripe. 

Start accepting credit card payments in TheraPlatform

A. Setup your account with Stripe

Step 1: You can either sign in to your personal platform's url or our main website  https://www.theraplatform.com/signin

Step 2: If you choose to login to the actual platform (your URL/room ), click on Settings > Billing > Stripe > Connect Stripe. This will ask you to fill out a form with banking information, etc. 

Step 3: If you choose to login to our main website: click on Connect with Stripe and either click on sign in ( if you already have an existing account with Stripe) or create an account with Stripe. You will need to provide your banking information where you will receive payments through Stripe.

Step 4: When you finish signing in or setting up your account, you will be redirected to TheraPlatform website and your setup will be finished.

Step 5: Once finished, you are ready to accept online payments.

Important: We strongly advise to configure two factor authentication on your stripe account. To enable two factor authentication sign in to your www.stripe.com account. Please, refer to stripe documentation on how to enable two factor authentication on their website: https://support.stripe.com/questions/enable-two-step-authentication

Note: In addition to setting up two factor authentication directly on your Stripe's site, set up two factor authentication on TheraPlatform by following directions in this article. 

After setting up Stripe: 

B. Add your services and your fees (charges)

C. Require billing info (cc) from your client:

• Either require billing information when adding a new client to TheraPlatform (at the pop up box, where you enter the client's name, etc., mark in blue require billing and save changes) . The client will receive an email from TheraPlatform and the client will be able to log in and enter cc.
• You can require billing information from an existing client too. Open the client's chart and click on Account < Stripe< Edit< Configure Stripe (at the pop-up box, mark in blue "Required" and save changes) This will also email the client and the client will enter cc via client portal.
• You can also enter client's cc yourself under client’s chart: Account< Stripe< Edit Card.

TheraPlatform offers 3 ways of charging credit cards.

Option 1: You can enable automatic credit card charges and your clients' credit cards will be charged automatically. If you wish to use auto card for some but not all clients, you can open the client's char and disable auto credit card for this client.

Option 2: You can enable auto-invoice and clients will receive an email about the pending invoice for which they can pay via the client portal.

Option 3: The administrator or biller in TheraPlatform can manually charge the card after each session. 

https://theraplatform.zendesk.com/hc/en-us/articles/6227971726619

Option 4: Additionally, you can have clients pay at the moment of booking via Client portal. To learn how to set up billing at the moment of booking, refer to this article.

Payments for Tele-session (Telehealth)

Payments for tele-session can be set up as above but in addition to the 3 ways of charging credit cards, you also have an option of charging for services upfront ( in this case a client will pay in the virtual waiting room- just before online session vs after session)

To require payment before the- session follow these steps:

Step 1: Sign into your room.

Step 2: On the calendar create or select an existing meeting.

Step 3: Check the Require Payment option.

Step 4: Save the meeting.

Step 5: Your client must enter the session using the link in the email invitation. This is required to collect payment for the online or tele- session. When your client signs into your room account, they will be required to provide their payment information and will be charged for the session and redirected to the waiting room as usual. You will receive a confirmation that the payment was successful if you are signed into your room. Your client will not be asked again for the payment information in the next session but will be asked to confirm payment for the session.

Important: Stripe is not available on Free Trials. TheraPlatform does not collect additional fees for payments. The payment fees are charged only by Stripe Inc. For details on stripe fees, please visit their website. You can view all payments in your www.stripe.com account. You also can configure the Stripe account to receive emails when payments are successful. Please, refer to Stripe documentation for additional information at https://support.stripe.com/