Deposits and online payments need a card provider: Stripe, PayPal or Square, in your own account. Stripe is the simplest to set up, and all three refund from inside ClinyPal.

Which one

All three take card payments at booking and from payment links; the money lands in your own account, less the provider's fee. Stripe is the simplest to set up, and a refund made in ClinyPal goes back through whichever of the three took the payment. Connect one; if more than one is connected, the booking site uses the primary.

Refunds go back through the provider that took the payment. A refund made in ClinyPal is sent to Stripe, PayPal or Square for you. One made in the PayPal or Square dashboard is recorded back in ClinyPal by the webhook.

Stripe

1

Select Stripe under Apps Integration and Connect

Sign in or create a Stripe account on Stripe's page. If Stripe still needs identity or bank details the panel shows Not fully connected with Finish setup: Finish setting up your Stripe account to start accepting deposits.

2

Choose Auto-send receipt

None, Stripe Receipt (Stripe's own email), ClinyPal Payment Receipt or ClinyPal Invoice, sent to the patient after each online payment. Save.

The Stripe panel showing Stripe connected, an Online Booking label, and the Auto-send receipt choice between None, Stripe Receipt, ClinyPal Payment Receipt and ClinyPal Invoice.
Stripe connected, with Auto-send receipt set to ClinyPal Payment Receipt.

PayPal

PayPal uses a REST app from your PayPal developer account. Create App there, switch its view from Sandbox to Live, copy the Client ID and Client Secret into the panel and connect. Use sandbox (testing only) is for trying it with test accounts. Under Webhook settings, ClinyPal sets up refund syncing so refunds made in your PayPal dashboard sync to ClinyPal automatically; if it reports Refund syncing couldn't be set up automatically — set it up manually, create a webhook in the PayPal app for the events PAYMENT.CAPTURE.REFUNDED and PAYMENT.CAPTURE.REVERSED, and paste its Webhook ID. Without it, refunds from the PayPal dashboard won't sync.

Square

Connect and approve on Square's page; payments go to your Square account's main location. Square access can expire: Square access expired. Please reconnect. A refund made in ClinyPal goes back through Square, and one made in the Square dashboard is recorded in ClinyPal from the webhook.