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Paid Patient Intake Pages

Set up paid patient intake pages to let patients book and pay for appointments on their own

Tobias Otto avatar
Written by Tobias Otto
Updated over 2 weeks ago

1. What are Paid Patient Intake Pages

Paid patient‑intake (booking) pages let you collect payment at the moment a patient schedules an appointment. Setting one up takes just a few minutes—once the pieces are in place, you simply share the booking‑page link and the system gathers the patient’s details and payment automatically.

2. How it works

  1. Create a billable product
    Settings ProductsNew product → name it (e.g., “Initial consultation”), set the price, and save.

  2. Define an appointment type and attach the product
    Settings Appointment typesNew → give it a name and duration (e.g., “Demo – Initial consultation”, 30 min, Online call).
    Under Automated billing, choose the product you just created, then save.

  3. Publish a booking page
    Settings ▸ Booking pagesNew → name the page, select the appointment type from step 2, and save.
    (Optional) Open the appointment type’s Booking settings to assign a host clinician.

  4. Share the link with patients
    Copy the booking‑page URL and send it by email, SMS, or embed it on your website.

  5. What patients see
    • Pick an appointment slot → price is shown upfront
    • Enter personal details (DOB, country, phone, etc.)
    • Pay the invoice online (card checkout)
    • Upon successful payment, the confirmed appointment appears in your clinic scheduler—no manual follow‑up needed.

That’s it! Three quick setup steps for you, a seamless book‑and‑pay experience for your patients.

Check out the video at the top of the page for a guided walkthrough.

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