This step requires you to have completed the verification process. If you haven't, see Part 2a: Company Verification or Part 2b: Sole Proprietorship Verification.
With verification complete, the hardest part is behind us. From here, it’s all downhill! This step only takes a few seconds and then you're ready to start taking payments.
A couple of days after verification, you should receive an email confirming that your clinic is verified and ready to start accepting payments. Follow the link in the email or go to Clinic → Payments.
Payment Process
You have the choice between automatic or manual payment processes. The difference lies in how much happens automatically.
Automatic
Minimal effort required. Every booking automatically creates an invoice. Konfidens sends a payment link to the client via SMS and email at the appropriate time. No action needed from the practitioner.
Manual
Suitable for those who often deviate from standard procedures. Invoices are created as drafts, and the practitioner must manually send the payment link. This allows for price adjustments or timing changes but requires more manual work.
We recommend most users choose automatic as it requires the least effort. Exceptions for specific bookings with special needs can still be handled manually.
Payment Notifications
This setting determines when the client receives the payment link via SMS and email. Common options are “Right after the appointment is booked” and “15 minutes after the appointment.”
Manual Settings
If you chose the manual payment process, you have a few additional options.
Create Invoice Draft Automatically
Most should leave this on. Konfidens will then automatically create a draft invoice based on the type of session, price and client details. If everything looks okay, the therapist can simply click send. Otherwise, they can do any necessary adjustments before sending.
Turning this option off marks appointments as “externally billed,” indicating billing is handled in another system. If you primarily bill clients through another system and only occasionally use Konfidens for payment, turning off automatic draft creation may make sense.
Default Alternative Payment Method
This option is minor but can save a click occasionally. It sets the default payment method when opening “Manual Payment.”
Complete Configuration
Click Activate to start using Konfidens for payments. Existing bookings will not be affected, but all future bookings will follow the new settings.
Continue to Part 4: Your First Payment.