Card on file lets patients save a payment method at online booking. You can then charge a fee if they cancel or move an appointment inside your notice window, and staff can email payment links for prepaid treatments. Connect Stripe first — see Connect Stripe for patient payments.
Turn on card on file
- Go to Settings → Calendar (scheduling tab).
- Scroll to Booking settings.
- Switch on Card on file for bookings.
- Leave Hold card selected if you only want to save the card (no charge at booking).
- Set Notice required (hours) — how far before the appointment your rules apply.
- Set Fee inside that notice (£) — the amount charged for late cancel or move.
- Optional: set Prepaid booking reminder (hours) for staff-booked prepayments.
- Click Save settings at the bottom of the page.
Note
Hold card does not charge at booking. To take the fee amount as a deposit when patients book online, choose Take deposit on online booking instead — see Set up online booking deposits.
What happens next
Set up online booking deposits
Take a deposit at online booking instead of holding the card only.
Patient cancel and reschedule rules
Show patients your cancellation policy at booking.
Charge no-show fees
Charge a fee when someone does not attend.
Connect Stripe for patient payments
Connect Stripe if card on file is disabled.