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In this final module, you’ll learn how to turn your package designs into reality by setting up seamless payment processes that support both your cash flow and your clients’ experience.
Zoe walks you through:
Choosing the right platform: Compare popular payment gateways and membership tools—looking at fees, integration with your booking system and ease of use for both staff and clients.
Structuring instalments: Best practices for splitting package costs into deposits and instalments that align with treatment milestones, minimise cancellations and keep payments predictable.
Automating reminders and receipts: How to configure automated notifications—so clients never miss an upcoming payment or appointment—and ensure you capture every pound owed.
Managing failed payments and refunds: Clear policies and workflows for dealing with declined transactions, late payments or partial refunds without straining client relationships.
Ensuring compliance and security: Key considerations for GDPR, PCI-DSS and data protection, so you maintain trust and avoid costly penalties.
As you watch, think about your current payment journey: where could automation save you time?
Which instalment schedule would best support your clinic’s cash flow?
By the end of this module, you’ll be ready to draft a SMART objective, for example, “By 15 July 2025, implement an automated two-instalment payment plan via Stripe, aiming for 95% on-time payments, and launch with our next package offering.”
Let’s get your payments working as hard as your treatments.
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