Adjust Pricing Per Client for Appointment Types

Healthie comes with built-in payment processing support, enabling providers to bill for one-time and recurring self-pay services. Client Packages can be created to bundle appointments and services together, and then offered to clients to self-purchase and book. Providers can also invoice for services

Additionally, providers have the ability to set a price for appointment type(s), and automatically schedule charges for clients on a per-session basis. Automatic billing for appointments is supported on Plus Plan and above. 

This article reviews how to configure appointment types to be priced differently, depending on the client. This will then automatically charge clients accordingly.

Advanced Pricing Settings

Within Appointment Settings, there is the option to enable more advanced pricing options, depending on your business needs. 

For some businesses, it may be preferred to set a custom price based on the individual client.

This can be done within Settings > Appointments > Payments and Credits > Advanced Pricing. 

Enable the setting " Different prices between clients

Setting Appointment Rates for a Specific Client

Once enabled, an Appointment Pricing section within each client's profile will appear in the Actions > Client Info section.

  • A custom price per appointment type can be set here.
  • Add additional appointment type(s) as needed.

These appointment rates relate to the Appointment Settings > Payment and Credits.

If either of the following settings are enabled, then clients will automatically be charged (or invoiced) for an appointment once it has been marked as occurred by a provider on their calendar.

  • Automatically charge for appointments set as occurred
  • Automatically invoice clients without a valid payment card on file

Learn more about automatic billing options here.

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