If your practice has set up the Payment Services integration, you can directly take card payments from patients when a booking is made. For information on how to set up the Payment Services integration, see here for Semble Pay (coming soon) and/or Stripe.
Note: To set up and use direct card payments, you must have a role assigned to you that gives you editing permissions for Patients, Invoices, and Questionnaires. For more information on roles, see here.
In this article:
Add a Card to a Patient's Record
You can add a payment card to a patient's record at any time from the Patients page:
1. Select the patient who you want to add a card for.
2. Click the edit icon in the top right-hand corner.
3. Scroll down to the Card details section, and enter the patient's card details.
4. Click Save.
The card is now linked to the patient, and can be used to pay their invoices with.
Use a Card Payment for an Invoice
You can directly take card payments for a patient's invoice.
Note: Before attempting to take a card payment for an invoice, you must first add the patient's card to their record.
1. Go to the Invoices page.
2. Click the Pay button next to the invoice that you want to pay.
3. Select the card from the Payment type dropdown.
4. Click Charge card.
The patient's card is charged, and the invoice is paid off.
Take Payment through Online Booking
You can configure products to require immediate payment for online bookings. For information on how to create an online booking form, see here.
1. Go to the Products page, and select the product that you want to edit.
2. Click the edit icon in the top right-hand corner.
3. Scroll down to the Booking options section, and tick the Enable pre-payment for online booking box.
4. Click Save at the top of the page.
Now, when that product is added to an online booking form, it will ask the patient to enter their card details.
The patient can tick Remember these card details to fast track paying for the product next time they book an appointment.
Secure storage of card details
Understanding how client card details are securely stored is crucial for ensuring both compliance with data protection regulations and maintaining client trust. This article provides detailed information on how we handle and store client card information securely.
Collection and Storage of Card Details
Card details are not stored on Semble, instead they are securely stored by Stripe, and we only use tokens provided by Stripe to perform transactions. While the clinic does not store card details, they can instruct payments on patient's cards, as per the clinic's T&Cs.
The actual credit card numbers never reach our servers. Instead, Stripe processes and stores the card details on their secure servers. Stripe then provides us with a secure token representing the card details. This token is what we use to perform transactions, ensuring that sensitive card information is never exposed or handled by our system.
Compliance with Data Protection Regulations
Stripe complies with the Payment Card Industry Data Security Standard (PCI-DSS), which is the industry standard for securely handling credit card information. This compliance ensures that all card transactions are conducted in a secure environment and that card details are protected according to the highest security standards.
For more information on Stripe's security please click here.