Step-by-step guides for every part of the software.
Phase 10 · Payments Setup
Two payment methods available — each service can use a different type. All settings live at Payments in the sidebar.
Service type determines when payment is collected
Set the service type in Team → [Provider] → Services. UPI and Razorpay setup below applies to Online services.
Patient pays to your UPI ID directly. You verify manually and then confirm the appointment.
Go to Payments in the sidebar.
Enter your UPI ID (e.g. yourclinic@upi) and click Save.
Go to Team → [Provider] → Services and set the service type to Online.
When a patient books that service, the booking flow shows your UPI ID. The patient pays in their own UPI app before the slot is confirmed.
Open your UPI app and verify the payment has arrived.
Go to the appointment in FormAlert and click Mark Payment Received.
The appointment status changes to Confirmed and the patient receives a WhatsApp confirmation.
Payment is collected and verified automatically at booking. The appointment confirms itself — no manual step needed.
Part 1 — Set up your Razorpay account
Go to razorpay.com, sign up, and complete KYC verification.
In your Razorpay dashboard go to Settings → API Keys and click Generate Key.
Copy both the Key ID and Key Secret — you will need both.
In Razorpay dashboard go to Settings → Websites & Apps, click Add Website, and enter formalert.in.
When prompted during setup, select No Shipping.
Part 2 — Add your credentials to FormAlert
In FormAlert go to Payments in the sidebar.
Click Add Razorpay Credentials and paste your Key ID and Key Secret.
Click Save. An OTP is sent to your registered WhatsApp number.
Enter the OTP to confirm. Your credentials are saved encrypted.
Part 3 — Enable for a service
Go to Team → [Provider] → Services and set the service type to Online.
When a patient books, the Razorpay checkout screen appears. They complete payment online.
FormAlert receives an automatic confirmation from Razorpay. The appointment is confirmed and the patient receives a WhatsApp — no manual step needed.
Go to Team → [Provider] → Services.
Click Edit on the service and enter the fee in rupees.
Set the fee to ₹0 if the service should be free — no payment screen will appear for the patient.
Click Save.
Go to Payments in the sidebar and click Generate Payment Link.
Enter the amount and patient details.
Copy the generated link and send it to the patient via WhatsApp.
When the patient pays, FormAlert marks the linked appointment as confirmed automatically.
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