Get paid automatically after every session 💳
Clients can now save a card and have it charged automatically after each session, so you don't have to collect each payment yourself.
How it works
Charges run on their own: at midnight after the session, or once you sign the note. You choose which in your billing settings.
The right amount for each client: the session fee for self-pay clients and the copay for insured clients. Late cancellation and no-show fees are supported too.
You approve anything extra: a balance left after insurance is only charged once you approve it.
A limit on every charge: each client has a per-charge limit, set by default to your highest service price. Anything above it is invoiced instead and never charged automatically.
How clients opt in
Clients sign the Automatic payment authorization form. You can send it from their Billing settings or the Forms tab, or during intake. In the form, clients save their card and agree to the per-charge limit. They can also choose to get an email 10 days before every charge. They can withdraw authorization at any time from the Billing tab in their Client Portal.
Where to find it
Billing settings → Automatic payments: set it up
Payments → Automatic charges: see and manage every charge
Want something added? Request a feature → or explore the roadmap →.