Finix Integrated Payment Processing

TherapyAppointment's integrated payment processing, powered by Finix! This allows you to accept integrated card payments within our system with transparent pricing and easy use. credit_card

Make PCI compliance a breeze as well, all within our integrated card processor solution!

Key Finix Resources:

link Navigating your Finix Dashboard - The Basics (PDF)
dashboard Finix Dashboard (Comprehensive article)
lock Finix Privacy Policy (External link)

In this Article:

Set up Finix Card Processing

Required Roles: Owner or Manager

movie Walkthrough:



Steps:

  • On any screen click (top right)
  • Then click Billing & Ins (top tab)
  • Find the section Payment Processing near the bottom
  • Note the message that card processing has not been set up yet, and click the far right button

Already on another credit card processor?

Click the button instead (top right). You will still be able to charge cards until your application is approved with Finix. Credit cards will not migrate over.

  • Review the fees and terms, then click (top center)


  • You'll then be brought into a sign up process with a few steps outlined at the top:


  • When ready click shown above
  • You’ll now begin the onboarding process which has five steps, progress is noted at the top of the page
  • Work your way from top to bottom on all of these pages

Common Registration Hangups

We have a dedicated article to review before you begin the application process. Please click here for our article.
Issues or questions with the registration process? Reach out to our support team, we're happy to help!
mail support@therapyappointment.com

When Complete:

  • You will be redirected back to your settings page
  • Initially you'll see the review status showing underwriting review is in progress:

Once Approved:

You will see your Payment Processing with a check mark similar to below showing you're connected:


🎉 Congratulations! You're now ready to take payments!

Other Additional Resources

Finix Related:

point_of_sale
Set up optional payment terminal

Article: Finix Card Reader → PAX_A800

credit_score
Finix Payments Dashboard

Article: Finix Dashboard



General Related:

local_atm
Take a Payment

Article: Accept or take a payment

credit_card
Add a card on file

Article: Client Profile: Main

list_alt
Collect a card during registration

Article: Client Registration Process

PCI Compliance

🏝️ Make PCI compliance a breeze with us!

When you sign into your account, and an upcoming annual PCI compliance form needs to be signed, we'll show you on your home page at the top right:


  • This will then bring you to your compliance forms that need to be completed
  • Find the form and click


  • We automatically load key information to help you with the process
  • When finished reviewing, at the bottom enter your title and full legal name, then click (bottom right)

🏝️ That's it, you're done! Phew!


View your Previous PCI Compliance Documents:

Our article about the Finix Dashboard → PCI Compliance section has the steps to review those outside TherapyAppointment.

Disable Finix Card Processing

Not for you? We get it! We try to add solutions that work for everyone, but we do understand if it doesn't fit your specific needs unfortunately.

Find a new card processor that works best in your situation? Take the payment outside our system and easily document it in ours! Check our our article on external credit card processing if that better meets your needs.

To disable card processing, you'd follow a similar set of steps:

  • On any screen click (top right)
  • Then click Billing & Ins (top tab)
  • Find the section Payment Processing near the bottom
  • On the top line, click the far right button


  • Enter your password for security to confirm
  • Then click (top right) to proceed