Payment policies
Updated
For Online payment (MercadoPago) services, the appointment is held while the patient pays. Payment policies set for how long, and what happens next.
Who can use it: administrators and owners change them. Professionals see them read-only.
What you can set
| Option | What it does | Default |
|---|---|---|
| Unpaid booking | How long the appointment is held after booking. | 24 h |
| Reminder | How long before the deadline the patient is reminded. It must be shorter than the hold. | 12 h before |
| Limit before the appointment | The deadline is never later than this. | Until the appointment starts |
| If not paid in time | Cancel and free the slot (the patient gets a link to choose another time and pay for it) or Keep the booking and alert the doctor. | Cancel |
| Deposit | Paying this percentage confirms the appointment; the rest is paid at the visit. | Full price |
Three levels
- General (all clinics): applies to everything.
- By clinic: each clinic can change some values; the rest follow General.
- By service: each online-payment service can have its own; the rest follow its clinic.
Each row shows where each value comes from (Same as General, Custom). Open the row, change what you need and select Save. Reset goes back to the inherited value.
Good to know
- They don't affect Free or Pay later (transfer/cash) services.
- Changes apply to new bookings, not to ones already waiting for payment.
Troubleshooting
| Problem | What to do |
|---|---|
| "The reminder must go out before the deadline" | Choose a reminder shorter than the unpaid hold. |
| A service is missing | Only Online payment (MercadoPago) services are listed. |
| You can't edit | Only administrators and owners change policies. |