Key points
- Work through the checks in order, each with a pass test, so the first real patient books, pays and receives everything without calling the desk.
- Run the test booking in test mode with Stripe's published test card, as Stripe's terms require.4
- Give privacy information in the intake form itself, since in the UK it must be given when personal data is collected.3
- Once live, patients book at any hour, see the earliest time first, pay, and receive the clinic's confirmation with its cancellation terms and the intake form.5
Summary
Check, in order, that every service has a price and clinician, that the clinic's own Stripe account is connected, and that the confirmation carries your cancellation terms and intake form. Then put the WhatsApp link and QR code out, run a test booking in test mode, and pass an accessibility check. The page is ready when every line in the table passes.
Launch day ends with patients booking and paying after the clinic has closed, and arriving with their forms already completed. The checklist below takes one morning. To choose and install the booking page first, see adding online booking to a clinic website.
See it in your clinicThirty minutes on your own patients and doctors.
Request a demoSee the booking page built from your own website, with your services, prices and clinicians, in demo mode where nothing is charged.
| Check | Done when | Pass test |
|---|---|---|
| Services and prices | Every service has a name, duration, price and clinician | A colleague books a named service on a phone without help |
| Clinicians and availability | Four weeks of availability match the diary, leave included | No online slot clashes with the diary |
| Stripe | The clinic's own account is connected and the statement name is right | Test payment and test refund complete in test mode |
| Live mode | Switched on after the test passes | The first real booking appears in the diary and in Stripe |
| Cancellation terms | Notice period, moves and refunds in plain sentences | Someone outside the clinic can repeat them back |
| Confirmation | Address, preparation, receipt, terms and calendar entry correct | The test patient knows where to go and what to bring |
| Intake questionnaire | Only what the clinician needs, privacy notice linked | Completed on a phone in under five minutes |
| WhatsApp link | In the WhatsApp business profile | Opens the booking page from a personal phone |
| QR code | At reception, on appointment cards and in the window | Printed code scans to the booking page |
| Accessibility | Keyboard, screen reader, contrast and labels checked | A full booking completes with keyboard only and with a screen reader |
| Unfinished bookings | Someone owns the call-backs from the booking email | Named person and time each day |
Services, prices and clinicians
Every bookable service needs a name, a duration, a price and the clinicians who offer it. wai Checkout reads these from the clinic's published site and builds the page, and each one can be edited before launch.5
It passes when a colleague who did not set it up books the earliest time for a named service with the right clinician, on a phone, without asking anyone. Then check each clinician's availability against the diary for the next four weeks, leave and part days included.
Stripe and the test booking
Connect the clinic's own Stripe account, so the money lands with the clinic as merchant of record.5 Confirm the business name on the patient's statement and the bank account for payouts.
Run the test booking in demo mode or Stripe's test mode. Stripe's testing guidance says to use test keys and test card numbers such as 4242 4242 4242 4242, and its services agreement prohibits testing in live mode with real payment details.4
It passes when the booking appears in the clinic's diary, the test payment shows in Stripe's test data and a test refund completes. Then switch to live mode. Reconciling bookings, payments and refunds covers the daily routine from there.
Cancellation terms and the confirmation
Write the notice period, moves without a fee and refunds in two or three plain sentences. They go in the confirmation sent from the clinic's name, with the address, preparation instructions, receipt and a one-press calendar entry.5
It passes when someone outside the clinic reads the test confirmation and can say where to go, what to bring and what happens if they cancel.
Intake questionnaire and privacy information
The intake questionnaire goes to every patient who books.5 Ask only what the clinician needs before the visit. The booking step records the service booked, and the reason for the visit stays out of it.5
The ICO says privacy information, including purposes, retention and who data is shared with, must be given at the time personal data is collected.3 Link the clinic's privacy notice from the questionnaire itself.
It passes when a colleague completes the questionnaire on a phone in under five minutes and the answers reach the clinician's view of the booking.
WhatsApp link and QR code
The install is one line of code on the site, and comes with a WhatsApp link and a QR code.5 Put the link in the WhatsApp business profile and the QR code at reception and on appointment cards. It passes when both open the booking page from a personal phone.
Accessibility
The US Department of Justice says businesses open to the public must make their online goods and services accessible, and points to WCAG as technical guidance.2 WebAIM's 2026 scan of the top million home pages found low contrast text on 83.9% and missing form labels on 51%.1 The booking widget itself is built to WCAG 2.2 AA.5
Complete a booking with the keyboard only, then with the phone's screen reader on. Check that the surrounding page has readable contrast and labelled links to the booking page.
Where to start
Block one morning before launch. Work down the table in order, and record a pass or a fix against each line before moving on.
On launch day, put the QR code out and check the booking email that evening, where unfinished bookings arrive the same day, ready for one call back.5 By the end of the first week, the diary fills from the site at any hour and the desk spends its time with the patients in front of it.
Send us your website address. We build the booking page from your own services and prices, in demo mode, so you can run this checklist before anything is live.
Frequently asked questions
How do we test payments safely?
Use the widget's demo mode or Stripe's test mode with a published test card. Stripe's services agreement prohibits testing in live mode with real payment details.4
How long does go-live take?
Setup takes about five minutes, from pasting the website to connecting Stripe.5 Running this checklist properly takes a morning.
Do we need to change our website?
One line of code is added to the site, or sent to whoever manages it.5 The surrounding pages stay as they are.
Is the booking widget accessible?
What does the patient receive after booking?
A confirmation from the clinic's name with the address, preparation, cancellation terms and receipt, and an intake questionnaire. The booking appears in the clinic's diary.5
Can we change a price after launch?
Yes. Change it on the services screen and it is live on the site the same second, with no republish.5
Sources
- 1WebAIM, Utah State University, 2026The WebAIM Million, the 2026 report on the accessibility of the top 1,000,000 home pagesRead 14 October 2026Read source
- 2US Department of Justice, Civil Rights Division, 2022Guidance on Web Accessibility and the ADARead 14 October 2026Read source
- 3Information Commissioner's Office, 2026The right to be informedRead 14 October 2026Read source
- 4Stripe Documentation, 2026TestingRead 14 October 2026Read source
- 5wai, 2026wai Checkout, booking and payment for clinicsRead 14 October 2026Read source
Patients booking and paying on your own site tonight, forms done before they arrive.
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