Go to the client profile.
Navigate to the "Payment Cards" section and click on the three dots.
Select "Request Payment Info" and confirm the selection.
The client will receive an email with a link to enter their payment information. Upon clicking the link, they will be redirected to a page where they can input their details. In this example, the practice name is "Colib." Your logo and business name will replace Colib's logo and name in the email and on the payment page.
The assigned practitioner will receive an email notification once the client has successfully entered their payment information.
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