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Using Tap to Pay for client payments

Using Tap to Pay for client payments

Tap to Pay allows you to collect client payments in person with one touch. To accept payments using Tap to Pay, you’ll need the SimplePractice mobile app and a compatible device

In this guide, we’ll cover: 

Note: This feature is being tested with a select group of users so we can gather feedback and test its performance. As we learn more from this initial rollout, we’ll make this feature available to remaining customers.


What devices are compatible?

Tap to Pay is currently only available for a select group of Android™ and iPhone® users. You can download the SimplePractice mobile app for free.

If using Tap to Pay on iPhone® you’ll need to link the mobile app with your Apple ID. For more information, see Why do I need to link my Apple ID?


What are the processing fees for Tap to Pay?

Tap to Pay payments are processed at a rate of 3.15% + $0.30 for each successful transaction, which is the same rate as all SimplePractice Online Payments transactions.


How do I process a payment?

Tap to Pay payments are processed in person using your mobile device. To process a payment, you’ll need a client’s card and an unpaid invoice in the client’s profile.  

To process a payment using Tap to Pay on Android™ and iPhone®:

  • Open the SimplePractice mobile app
  • Navigate to the client’s profile
  • Tap the + icon and choose Add Payment

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    • Alternatively, select an appointment and tap Create Invoice & Add Payment if the client doesn’t have any unpaid invoices
  • If there are multiple invoices, they’ll all be selected. If you’d only like to charge a specific invoice, tap Edit on the top right and deselect any you won’t be charging
  • Tap Continue to Payment
  • Select Tap to Pay as the Payment Method

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  • Tap Use Tap to Pay
  • Hold your device horizontally against the client’s card until the payment is successfully added

Why do I need to link my Apple ID?

Tap to Pay on iPhone® requires linking your Apple ID to your Online Payments account for verification and security. This should be done using the Account Owner’s Apple ID and only needs to be done once per practice. If the Account Owner doesn’t have an Apple ID, they can create one for the practice and enter it when prompted.  

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An Apple ID can be unlinked via the Apple Business Register. This is external from SimplePractice and can be done by the team member who linked their Apple ID to the Online Payments account. If the Apple ID has been unlinked, the next team member who enters a Tap to Pay payment will be prompted to connect the two again. 

If a team member other than the Account Owner is setting up Tap to Pay for the practice, they can tap Use a Different Apple ID to enter the Account Owner’s. 

Note: SimplePractice isn’t able to assist with Apple ID questions. For more information, you can reference Apple’s Tap to Pay FAQ for merchants


Do I need to enable location permissions?

Location permissions must be enabled to confirm your device supports Tap to Pay. 

When prompted to set up Tap to Pay, you can choose to allow location permissions While using the app or Only this time.

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If you previously chose not to enable location permissions, you can enable them by selecting Tap to Pay as a Payment Method when adding a payment and tapping Set up Tap to Pay.

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After allowing the app to access your location, return to the client’s file and add the payment


Can I use Tap to Pay in the SimplePractice web app?

Tap to Pay can only be used on the SimplePractice mobile app. These payments will be noted as Tap to Pay across your Billing tab and in a client’s profile.

If you’re charging a client at the time of service and don’t have the SimplePractice mobile app, you can charge them using their card on file

Note: Some of our customers use third party payment terminals that aren’t integrated with SimplePractice. If you’d like to continue using one of these terminals for client payments, you can record them as external card payments.

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