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Module 7: Advanced Tools & Integrations

Module 3.8 – Billing for Packages

Packages can either be paid in full, or payment plans can be applied.

IntakeQ allows you to create custom payment plan options for your packages under Home > Lists > Recurring Payments > Recurring Payment Settings. This is how you can design a standard payment plans for your packages:

Module 3.8 - Payment Plan Settings

For a late cancellation or missed appointment in a package, IntakeQ will deduct the missed appointment from the package but only when the cancellation policy has a 100% penalty. You can change your cancellation settings under Bookings > Booking Settings > Payments. Here’s how you do it:

Module 3.8 - Cancellation Settings for Packages

If your patient wants to pay for a package in installments, you can manually apply a payment plan toward a package. This is how it works:

Module 3.8 - Issuing Payment Plans for Packages

Helpful links: