1. Open the booking you want to process 0:00
Start on the homepage.
Find the booking you want to process.
Click the booking to open it.
2. Verify the booking details 0:12
Check that the provider is correct.
Confirm the client details are correct.
Move on to review the funding details.
3. Add the client’s health funding card 0:24
Choose Add new card or use a saved card if one already exists.
Select the relevant health fund.
Enter the required card details.
Click Done to save the funding method.
4. Review the real-time funding lookup 0:39
Check the real-time funding lookup section.
Confirm the codes, pricing, and items are correct.
Apply any discounts if needed.
Make sure a valid payment method is selected or added.
5. Confirm funding with the client 0:59
If needed, add a new payment card and click Done.
Click Confirm funding with client.
This sends a code to the client for verification.
6. Enter the client’s verification code 1:08
Ask the client to read the code back to you.
Type the code into the system.
Submit it to complete verification.
7. Finish the transaction and download the invoice 1:12
Once the code is accepted, the transaction is complete.
Download the invoice.
The booking processing flow is now fully finished.
