We Were Surprised, Too! (So We Turned It Into A Feature)

By | January 1, 2017

We recently added a new feature designed to reduce appointment cancellations. You may find that it’s helpful in your practice, too.

The feature allows you to collect a payment from clients at the time they schedule a new appointment using their client portal account. Depending on the type of clients you serve, it might be appropriate to collect a portion or the entire session fee at the time of scheduling.

Collecting a smaller, non-refundable fee at the time of scheduling may reduce the likelihood that a client will later cancel, or book too many appointments in the future that they’ll cancel or re-schedule. Attaching a fee, however small, to scheduling an appointment suggests more commitment on the part of your client. If they end up cancelling anyway, you will have already collected the equivalent of your cancellation fee. You can always refund the amount at your discretion.

If you’d like to use the option, you can enable it in your portal settings tab. To learn more about how to use or set up this feature, you can watch this setup video.  Please note that a provider who would like to use this feature, will need to have a Level 2 Client Portal subscription and also a Merchant account through Jituzu.

How do I get started?

To setup the Require Fee Prior to Scheduling option you will need to first have a client portal account and a merchant account setup through your Jituzu account.

  • Go to the “My Account” tab and make sure you have “level two” of the client portal selected.  If you don’t, select it and then click save changes.  Next, on the lefthand side of the my account screen you may need to enter payment information into the “Credit Card Info” section.  This is the credit card that your Jituzu subscriptions will be billed to monthly.  Enter a credit card and then click “save”.
  • Next click on the “Settings” tab (in the upper green bar).  Select your practice name, and then on the right select your provider name from the dropdown menu.  Select the “Portal” tab.  Then to enable the Require Fee Prior to Scheduling, you will want to checkmark the Require Fee Prior to Scheduling box.  Then fill in your “Fee Amount”-this is the amount of money you would like each client to pay before they are allowed to schedule an appointment. Lastly, make sure to click “Save” at the bottom.  That’s it! You’re setup.

We’d love to hear from you about other hints & tips you use to make your practice run smoothly.