Set up client card payments
Card collection stays unavailable until the installation’s Stripe configuration and clinic payment account are ready.
1. Open client payment processing
Go to Settings → Plan & Billing and find Client payment processing. Review the current Stripe API, card payment, and payout status.
2. Complete the required setup
For hosted payment onboarding, Stripe may require legal business and tax details, representative identification, and a bank account for payouts. A self-hosted installation must provide and protect its Stripe configuration.
3. Verify before live use
Refresh payment status, confirm card payments and payouts are enabled where required, then run a test invoice and checkout. Do not assume a configured API key means the full payment path is ready.