Welcome!
Course Workbook
IntakeQ Facebook Groups
Module 1: Getting Started
Module 2: Scheduling
Module 3: Billing
Module 4: Questionnaires and Consent Forms
Module 5: Notes and Journal Entries
Module 6: Office Management
Module 7: Advanced Tools & Integrations
Thank You!
Module 3.10 – Manual, Auto, and Recurring Payments
IntakeQ allows for manual payments, auto-payments, and recurring payments.
- Manual payments
- Charging a CC manually: https://support.intakeq.com/article/81-charging-a-credit-card-manually
- Registering off-line payments: https://support.intakeq.com/article/135-how-to-register-offline-appointment-payments

2. Auto-payments
- Appointment auto charge: https://support.intakeq.com/article/241-appointment-auto-charge

3. Recurring payments
- Setting up recurring payments: https://support.intakeq.com/article/244-setting-up-recurring-payments
- Setting up recurring payments for packages: https://support.intakeq.com/article/246-linking-recurring-payments-to-appointment-packages
