Payment and financing handling at medspas involves manually processing card transactions, reviewing financing applications via email, and reconciling payments across multiple systems.
Automation routes all payments through a payment processor, instantly evaluates financing eligibility, logs approvals to the CRM, and syncs cleared transactions to accounting software. Failed payments trigger immediate alerts, and month-end reconciliation becomes a review of exceptions only.
The full workflow, from trigger to completion.
Patient selects payment method or applies for financing at checkout. The request is captured and sent to the automation platform.
The automation platform sends the payment details, which processes the transaction immediately and returns the result.
The automation evaluates the response. If the payment succeeded, the flow continues. If it failed, an alert is sent to staff for immediate follow-up.
If the patient selected financing, the automation submits the application to the financing provider's API and waits for an instant approval or decline response.
Once financing is approved, the automation creates or updates the patient record with the approval status, financing terms, and payment plan details.
The automation creates an invoice or payment record with the transaction details, amount, and payment method, eliminating manual re-entry.
The automation sends a templated payment confirmation email, including receipt, financing terms if applicable, and next steps.
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