At a Glance
Instalments let clients spread the cost of treatments or courses over several payments, making higher-value treatments more affordable and increasing bookings. ClinicSoftware.com sets up instalment plans and collects each payment automatically, tracking the balance against the client's record.
What are treatment instalments?
Instalments split the cost of a treatment or course into scheduled payments rather than one upfront charge. This makes higher-value treatments accessible to more clients. ClinicSoftware.com manages the schedule and collection.
How do instalments increase bookings?
By lowering the upfront cost barrier, instalments let clients say yes to treatments and courses they might otherwise postpone. That converts more high-value bookings.
How are instalment payments collected?
ClinicSoftware.com collects each scheduled payment automatically and tracks the remaining balance on the client's record, so nothing is missed and reconciliation is automatic.
Key Numbers at a Glance
| Metric | Value |
|---|
| Costo | Spread over payments |
| Effect | More high-value bookings |
| Collection | Automatic, scheduled |
Frequently Asked Questions
What are treatment instalments?
They split a treatment or course cost into scheduled payments. ClinicSoftware.com manages the schedule and collects each payment automatically.
How do instalments help a clinic?
By lowering the upfront barrier, they let clients book higher-value treatments and courses they might otherwise delay.
How are payments collected?
ClinicSoftware.com collects each scheduled payment automatically and tracks the remaining balance on the client's record.
What suits instalments?
Higher-value treatments and multi-session courses, where spreading the cost makes the client's decision easier.
How It Works in ClinicSoftware
01
Create an instalment plan for a treatment or course
02
Set the schedule and payment amounts
03
Collect each payment automatically
04
Track the balance on the client record
El módulo de Plazos te permite dividir el pago de un tratamiento o paquete en múltiples fechas programadas. Los clientes pueden distribuir el costo de tratamientos de alto valor, haciendo que los servicios premium sean más accesibles. Los pagos se recaudan automáticamente en el calendario acordado mediante débito directo, y el saldo se actualiza en tiempo real.
Cómo Funciona
01
Crear un plan de tratamiento o factura en el perfil del cliente
02
Selecciona Pagar a Plazos y elige el número de pagos y el calendario
03
El cliente autoriza el mandato de débito directo
04
Los pagos se recaudan automáticamente y el saldo del cliente se actualiza en tiempo real
Características Clave
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Calendarios de Pago Flexibles
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Cobro por Domiciliación Bancaria
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Actualizaciones Automáticas de Saldo
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Gestión de Pagos Fallidos
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Notificación al Cliente
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Plan de Pago en PDF
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Informe de Cuotas
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Sincronización con Xero
Consejos Profesionales
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Ofrecer cuotas en tratamientos superiores a £300 para aumentar la conversión de consultas de alto valor
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Muestre los precios de las cuotas de manera destacada en su menú de servicios (por ejemplo, desde £XX/mes)
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Configura reintentos de pago fallido a los 3 y 7 días para maximizar la recaudación antes de escalar
