Entering a client's copay

Here is how to enter a copay:

  1. Navigate to the client's Overview page using the search bar.

  2. Click the client's name to go to their Overview page.

  3. Below the client's name, click View/edit client info.

  4. Go to the Billing and Insurance tab > Insurance Info, and add the copay, as shown below. Click Save.copay-1.png

  5. Open the calendar and navigate to the client's appointment. The copay amount should show the amount you entered earlier.

  6. On the calendar flyout window, select a payment type (cash, check, credit card, or Stripe) and click Add Payment

  7. Click Done.


Note: You can also enter a copay from the client’s Billing & Insurance page. Enter it in the Add Payment section like you would any other payment, as shown below. 


Tip: If you change an existing client's billing type to Insurance only future sessions you set in the calendar will recognize this new billing type and be applied to the insurance provider's balance. Past Sessions that were previously set in the calendar before will not recognize this new billing type and will still be considered Self-Pay sessions. If you'd like to change the billing type for some past sessions from Self-Pay to Insurance, click here.

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