Link Stripe products to Hero slot types

Connecting Stripe products to Hero appointment types ensures that when a patient books an appointment online or an invoice is raised for an appointment, the correct Stripe product with the appropriate price is added to the invoice. This allows the patient to either pay at the time of booking or receive an invoice if the appointment is booked by an admin.

1. Navigate to settings

   • In your Hero account, go to Settings.

2. Access appointment types

   • Click on Appointments.

   • Select Appointment types.

3. Edit the desired appointment type

   • Find the appointment type you want to link to a Stripe product.

   • Click Options and select Edit.

4. Link a Stripe product

   • Go to the Apps tab.

   • In the Find or Add Item field, search for the relevant Stripe product.

   • Select the correct product to link it to the appointment type.

Once linked, the system will automatically include the corresponding Stripe product on invoices for that appointment type, ensuring seamless billing and payment collection.

How to create billable items

You can create and maintain an inventory of billable items in Stripe's Product Catalogue. In the Product Catalogue, when you create a product, you'll be asked for the following basic details:

• Name (as visible to you when raising an invoice, and your customers)

• Description

• An image (this won't generally be visible within Hero)

• Recurring/One-off (you should select One-off to add this item through Hero)

There are further advanced options you can set including:

• Price description - This is useful if you want to add multiple prices to a particular item (e.g. Members and Non-Members). The price description pulls into Hero and will allow you to differentiate between the prices.

• Lookup key - This is useful for updating a price in the future

Go to Stripe Product Catalogue

Adding billable items from within Hero

The other way to create billable items (or Products) is through Hero. When adding items to an invoice, there is an option to "Create new Stripe product", at which point you'll be asked to provide:

• The item name

• The item list price

The item will be created in the Stripe product catalogue and stored for future use.