Start Taking Credit Cards

To take credit card payments within Open ACU you will need to add the feature to your account and then complete the Stripe onboarding process. These steps can all be completed from the Take Payments section of your account, which you can reach from the navigation menu on the left hand side of your screen:

 

Add Credit Card Payments to your Open ACU Account

Go to Accounts > Take Payments in the admin

Connect your Stripe Account

Follow the steps on the Take Payments page to create and connect your Stripe account. 

Optional: Set up your Stripe Reader

If you want to take in-person credit card payments, you will need to order a WisePOS Countertop Reader from Stripe. You can do this from the Take Payments page:

Once you receive your reader, you will need to complete the steps to set up and connect your reader:

Follow the steps on the Take Payments page to set up your Wise POS reader Once the setup is complete, you will need to pair your reader with your account. You will also do this from the Take Payments page. 

Credit Card Settings

Switch the Require a Credit Card button to ON if you want to require patients to save a credit card payment method prior to booking an appointment:

Financial Policy

Enter and save your Financial Policy. Patients will agree to your financial policy when saving their credit card information online via the patient portal: