Client Billing & Payments

Set up payment processing, manage client billing, and handle invoicing for your Flowdara practice.

Payment Processing Overview
Flowdara integrates with Stripe for secure, professional payment processing

Payment Features

  • • Secure credit card processing
  • • Automatic invoicing and receipts
  • • Deposit and full payment options
  • • Recurring payment support
  • • Refund and cancellation handling

Billing Options

  • • Pay at booking (recommended)
  • • Pay after session
  • • Deposit + balance payment
  • • Sliding scale pricing
  • • Package and subscription billing
Stripe Integration
Connect your Stripe account for payment processing

Setup Steps

  1. 1. Create a Stripe account
  2. 2. Get your API keys from Stripe
  3. 3. Add keys to Flowdara settings
  4. 4. Test with a small transaction
  5. 5. Go live with real payments

Security Features

  • • PCI DSS compliant
  • • Encrypted payment data
  • • Fraud protection
  • • Secure tokenization
Billing Configuration
Configure payment policies and billing options

Payment Policies

  • • Deposit requirements
  • • Payment due dates
  • • Late payment fees
  • • Cancellation policies

Billing Options

  • • Fixed pricing
  • • Sliding scale
  • • Package deals
  • • Subscription billing
Payment Flow Process
How payments work from booking to completion
1

Client Books Session

Client selects service, date, and time on your booking page

• Service: Reiki Session ($80)

• Date: August 15, 2025

• Time: 2:00 PM - 3:00 PM

2

Payment Processing

Client enters payment information and completes transaction

• Payment method: Credit card

• Amount: $80.00

• Processing fee: $2.40 (3%)

3

Booking Confirmation

Both client and practitioner receive confirmation emails

• Booking confirmation sent to client

• Payment receipt generated

• Calendar event created

4

Session Completion

After the session, mark as completed in your dashboard

• Session marked as completed

• Payment released to your account

• Follow-up email sent to client

Invoicing & Receipts
Professional invoicing and receipt management

Automatic Receipts

  • • Instant payment receipts
  • • Professional branding
  • • Tax information included
  • • Digital delivery
  • • Downloadable PDF format

Manual Invoicing

  • • Create custom invoices
  • • Add line items and descriptions
  • • Set payment terms
  • • Track payment status
  • • Send payment reminders
Refunds & Cancellations
Handle payment refunds and booking cancellations

Refund Process

Full Refunds

Cancel booking and refund full amount to client's original payment method

Partial Refunds

Refund portion of payment based on cancellation policy

Credit Refunds

Issue account credit for future bookings

Cancellation Policies

24+ Hours Notice

Full refund or reschedule option

2-24 Hours Notice

50% refund or reschedule option

Less than 2 Hours

No refund, reschedule at discretion

Payment Best Practices
Tips for effective payment management and client satisfaction

Client Experience

  • • Clearly communicate payment policies
  • • Provide multiple payment options
  • • Send timely payment confirmations
  • • Handle refunds promptly
  • • Be transparent about fees

Financial Management

  • • Keep detailed payment records
  • • Reconcile payments regularly
  • • Set up proper accounting
  • • Monitor payment processing fees
  • • Plan for tax obligations