Steps to Add a Payment Method or Funding Method
1. Log in to Your Provider Account
Access the HaltH platform and log in using your provider credentials.
2. Navigate to the Client's Booking
You can access the client’s booking from two locations:
Home Page:
On the dashboard, locate the client’s booking under "Your latest appointments to complete".
Clients Page:
Go to the Clients section.
Search for the client by name or ID, then click on their profile to view their bookings.
Select the relevant booking to open the details.
3. Add a Payment Method
Within the client’s booking details, locate the Payment Method section.
Click on the + Payment Method button.
Enter the following card details:
Cardholder Name: The name on the client’s card.
Card Number: The 16-digit number on the front of the card.
Expiration Date: The month and year the card expires.
CVV: The 3-digit security code on the back of the card.
Click Confirm to save the payment method.
4. Add a Funding Method
Within the client’s booking details, locate the Funding Method section.
Click on the + Funding Method button.
Enter the following health fund details:
Health Fund Provider: Select the client’s health fund from the dropdown menu.
Membership Number: Enter the client’s health fund membership number.
Reference Number (if applicable): Add any additional reference numbers if required.
Click Confirm to save the funding method.
Additional Notes
Security: HaltH uses industry-standard encryption to protect all payment and funding information.
Client Authorization: Ensure you have the client’s consent before adding their payment or funding details.
Editing or Removing Methods: You can update or remove payment or funding methods from the same sections in the client’s booking.
Troubleshooting
Payment or Funding Method Not Saving: Ensure all fields are filled out correctly and that the details are valid.
Error Messages: If you encounter an error, refresh the page and try again. If the issue persists, contact HaltH Support.
For further assistance, please reach out to our support team using the chat or visit our Help Center.
Thank you for using HaltH!