Credit Card Processing Options
In summary, TherapyAppointment has three options for credit card processing:
- Two integrated credit card processor options
- As well as using any non-integrated credit card processor
- All three are explained below here:
Finix
Sign up for one of our integrated credit card processors.
Article: Finix Credit Card Processing
Global Payments
Sign up for our other integrated credit card processor.
External Credit Card Processing
Use this option if you've found another non-integrated credit card processor to use instead.
Take your clients payments outside our system with your credit card processor/app. Then document it with this feature.
Article: External Credit Card Processing
With both Finix & Global Payments integrated credit card processors, after approved and integrated you add cards and take payments the same way.
Review & Edit your Credit Card Processing Options:
Required role: Owner or Manager
To access, from any screen click:
- (top right)
- Click Billing & Ins. (top tab)
- Note the bottom section Payment Processing
- Click the far right plus button
Using a non-integrated credit card processor instead?
Instead of clicking the plus button, find External Card Processing at the bottom of the section. To the right, click (shown above) and review our External Card Processing article.
Instead of clicking the plus button, find External Card Processing at the bottom of the section. To the right, click (shown above) and review our External Card Processing article.
- Here you're presented with the options below to set up your integrated credit card processor:
From here, for each specific integrated credit card processor steps and information, click here to access each article.