How To Create A Permanent Payment Link
Objective:
To create a permanent payment link with a fixed price for appointment deposits using a Stripe integration.
Key Steps:
Set up Stripe Integration:
Go to settings > integrations.
Click on the stripe integration to connect your stripe account.
Create a Product:
Go to payments > product.
Create a product named "Appointment Deposit."
Specify the price (e.g., $50).
Add basic information, no need to add to a collection or online store.
Save the product.
Create Payment Link:
Go to payments > payment link.
Create a new link.
Select the product (e.g., $50 deposit).
Choose a payment option (e.g., pay).
Optional: Add terms and conditions.
Save the payment link.
Copy and Send Payment Link:
Copy the generated payment link.
Share the payment link with clients for appointment deposits.
Cautionary Notes:
Ensure that the stripe integration is set up before proceeding.
Double-check the product details and price before saving.
Verify the payment link functionality by testing it before sharing it with clients.
Tips for Efficiency:
Keep product and payment link details clear and concise.
Regularly update the payment link if there are any changes in pricing or terms.
Utilize the payment link in campaigns to streamline payment collection for the clinic.
Link to Loom