How do I set up pre-payments in Online Booking 2.0
Setting up prepayments in Online Booking 2.0 couldn’t be easier!
Before you can start taking payments, you'll need to connect your WriteUpp site to a payment provider. WriteUpp integrates with Stripe, enabling you to accept payments online, in clinic (either online or in person using a card reader), and through online booking.
You can find step-by-step instructions for connecting to Stripe here.
IMPORTANT: Once you are connected to a payment provider (make sure you have finished the set up in your Stripe account), prepayments for all available appointments in Online Booking will automatically be enabled. If you do not want to charge for a specific Appointment Type, you must manually disable prepayments for it.
Go to the Main Menu -> Scheduling -> Appointment Types and click the Edit link next to the Appointment Type you would like clients to pay for in Online Booking:
Important: you must have the user role of Site Administrator to edit Appointment Types.
Scroll down and ensure the ‘Available for Online Booking’ switch is on. Below that will be a ‘Payment required when booking’ switch. Toggle it to the right to turn on prepayments for that Appointment Type, or to the left to disable them:
You can read more about setting up Appointment Types in Online Booking here.
Press Save
Follow the steps above to switch on/off payments in Online Booking for all of the Appointment Types that you wish to edit.
If an Appointment Type has prepayments enabled, then when your clients book online, they will have to complete payment of the appointment before the booking can be finalised.
You can see how this will look to the client in the Online Booking: A Client's View article.
If a client prepays via Online Booking, then an invoice will automatically be generated for the appointment and marked as fully paid in your WriteUpp site.
Before you can start taking payments, you'll need to connect your WriteUpp site to a payment provider. WriteUpp integrates with Stripe, enabling you to accept payments online, in clinic (either online or in person using a card reader), and through online booking.
You can find step-by-step instructions for connecting to Stripe here.
IMPORTANT: Once you are connected to a payment provider (make sure you have finished the set up in your Stripe account), prepayments for all available appointments in Online Booking will automatically be enabled. If you do not want to charge for a specific Appointment Type, you must manually disable prepayments for it.
To manage prepayments for Appointment Types:
Go to the Main Menu -> Scheduling -> Appointment Types and click the Edit link next to the Appointment Type you would like clients to pay for in Online Booking:
Important: you must have the user role of Site Administrator to edit Appointment Types.
Scroll down and ensure the ‘Available for Online Booking’ switch is on. Below that will be a ‘Payment required when booking’ switch. Toggle it to the right to turn on prepayments for that Appointment Type, or to the left to disable them:
You can read more about setting up Appointment Types in Online Booking here.
Press Save
Follow the steps above to switch on/off payments in Online Booking for all of the Appointment Types that you wish to edit.
If an Appointment Type has prepayments enabled, then when your clients book online, they will have to complete payment of the appointment before the booking can be finalised.
You can see how this will look to the client in the Online Booking: A Client's View article.
If a client prepays via Online Booking, then an invoice will automatically be generated for the appointment and marked as fully paid in your WriteUpp site.
Updated on: 15/05/2025
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