Set your clinic's payment rules

Choose the default payment timing for new offers, how long payment requests stay open, and whether offers can hold a card.

Who can do this: Staff who manage products set the default timing; staff who manage payments set how long requests stay open; only the clinic Owner turns card holds on or off
Where in Oben: /settings/payments

Payments holds the rules for how your clinic takes payment, for every product and service. Each rule saves on its own.

Steps

Open Settings, then Products & Services, and select Payments.
Under Default payment timing for new offers, choose the Payment timing: Charge at checkout, Charge on approval, or Hold at checkout, charge on approval. Select Save default.
Under Payment requests stay open, choose how many days in Open for, then select Save.
To let offers hold a client's card, the Owner selects Check my Stripe account and turn on under Card holds. Oben opens Stripe's secure page for a small check hold on the Owner's own card, which it releases right away.
Back in Oben, card holds turn on once the check passes. If they do not, select Check again.
To stop new holds later, the Owner selects Turn off card holds.

The default only fills in new offers. Every offer keeps its own timing, which you can change on the product. See Add or edit an offer on a product.
Hold at checkout, charge on approval is offered only while card holds are on. A hold lasts about 7 days, so review within 48 hours, or the saved card is charged at approval instead.
Turning holds off stops new holds. Holds already placed are still charged at approval or released.
A new number of days applies to requests you send from now on. A request already sent keeps its own date.
Stripe connection at the top opens where the clinic's Stripe account is connected.