Automated Payment Processing and Reconciliation:

When a service is completed in Practice Better, a payment request is automatically sent to Square for processing. Once payment is made, the transaction details sync back to Practice Better, updating the client’s account and marking the session as paid. Streamlines payment workflows, reduces manual data entry, and ensures accurate financial records across both platforms.

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Invoice and Receipt Generation:

After an appointment or service is completed, Square automatically generates and emails a receipt to the client. Invoices for package deals or recurring services are triggered through Practice Better and synced with Square to track outstanding payments. Enhances client experience by providing seamless and timely billing while simplifying financial management for practitioners.

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Loyalty Program and Discount Management:

When a client makes a payment through Square, their transaction data is synced with Practice Better to update loyalty points or rewards earned. Discounts applied in Square are reflected in Practice Better, ensuring accurate financial records and incentivizing repeat visits. Encourages client loyalty, increases engagement, and boosts revenue by automating rewards and discounts.