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Will only offer calendar days for therapist that does not already have a booking
Validation checks (end of booking wizard, take payment button) respects this also
How to find a booking for a slot after 5pm example
add a colour highlight to the month view based on before and after
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Bookings for any other people
Will add a different contact to the session
Can pay full amount in advance
If not paid in advance that person will then be the debtor
The contact persons will be available to be added to later bookings in a drop down list
- Tickbox (email / phone of person making the booking) if the contact details is to remain the booking debtor - for example a parent booking for a child will expect to be contacted not the child.
Survey is sent based on selections once the booking is confirmed
Bookings for minors on calendar
Note that Minors will be indicated on the calendar with a hover for the age prefix with “Age “
Minors will still be paid for by the booking person
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Advise cancellation Policy
On last page of POS ?
from Rich Text Field on host company (HC > System Features > Cancellation policy Concertina- Checkbox required for staff to tick they have advised the cancellation policy for every customer
- Summary to be group by date > order by time
Email template sent after checkout process to have cancellation policy
POS funds collected
If the Therapy is for a future date - the amount collected is a deposit of 50% (unless waived)
If the Therapy was today - the amount collected will be the balance owing
Bulk Buys and Bundles
When purchased the full payment is required up front
When used as credit for a session no payment is required
Physical Products - full payment is required
Deposits for session and HiCaps
HiCaps is not checked - however some health funds may pay full amount and so the clinic can agree to drop the deposit requirement with the expectation that the balance will be later paid
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Completed Sessions Check Private Health Fund Rebate Amounts
Once the Rebate is approved the amount outstanding will be updated to the remaining amount.
Deposit may be have been waived on a booking if heath fund is expected to cover it all
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Credit Card
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Payments
Via Tyro swipe (card present)
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Tick the “Multiple Card Payments to enter a partial payment amount for a card with the last card being the balance - or balance can be taken in cash
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via EWay (card not present - or want to remember card for future transactions)
Enter credit card details and take payment
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Drop down of remembered cards, ability to remove a card, title and save a new card
Take deposit
Receipt emailed
Bookings for others including minors
Note that Minors will be indicated on the calendar with a hover for the age prefix with “Age “
Minors will still be paid for by the booking person
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Bookings for any other people
Will add a different contact to the session
Can pay full amount in advance
If not paid in advance that person will then be the debtor
The contact persons will be available to be added to later bookings in a drop down list
- Tickbox (email / phone of person making the booking) if the contact is to remain with the booking debtor
Survey sent based on selections once the booking is confirmed
How to find a booking for a slot after 5pm example
add a colour highlight to the month view based on before and after
...
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