Use Form Rules to Automate Auto-Charge

Did you know you can use a Form Rule to trigger an automatic charge to a client? Here's how!

PracticeQ allows you to use a question in your intake form to determine if a client should have auto-charge enabled or not. A common scenario where this would be useful is if you see clients who are insured and clients who are self-pay. In that situation, it's likely that you only want to auto-charge clients who are not insured. 

Watch the video or follow the instructions below.

Use Rules to Automate the Auto-Charge Setting

1. Click My Forms.
2. Open the form to which you wish to add the rule.
3. Click the three dots icon and select Rules.
4. Click + Add New Rule.
5. In step 3, select set client auto-charge to and in step 4, select Charge on day of appointment.
6. Click Save.