Enabling Online Credit Card Pre-Authorization

Please note: Before getting started with this feature you will need to have the Client Portal add-on for your Owl Plan and will need to have configured Owl’s Stripe integration for your account.

If you do not yet have the Client Portal add-on for your account and are interested in getting started, you can upgrade your plan by going to Settings > Subscription and subscribing to the Premium Plan or selecting the Client Portal add-on for your Lite Plan. Any Group practices that wish to add the Client Portal to their plan can send an email to support@owlpractice.ca to ask about pricing for your clinic.

To setup a Stripe integration for your account, please read this article: Creating and Connecting a Stripe Account.

When you have the Client Portal setup for online booking and a Stripe integration connected to your Owl account, you can choose whether or not you require clients to provide a credit card at the time of their appointment booking. If you would like to have clients provide a credit card at the time of booking, go to Settings > Online Portal and scroll to the bottom of this page. You will see a setting called “Require Credit Card Pre-Authorization on Client Portal”:

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When this setting is set to No clients will not be required to provide a credit card when they book their appointments online. When this setting is set to Yes any clients that do not yet have a credit card saved to their Client Profile in the Account Details > Payment Methods section will be prompted to add a card when they book appointments online.

This setting also includes a text field where you can customize the message that appears online to your clients when they’re prompted to add their cards. You can use this message field to communicate any policies you have at your clinic for no show or late cancellation charges that clients need to be aware of when booking their sessions.