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Client Missing Payment Method

  • Updated

Clients cannot be scheduled until they have accepted your late cancelation & no-show policy and added a payment method for fees.

HSA/FSA cards are not valid payment methods for late or cancelation fees. If this is the only payment method on their account, they must also add a credit or debit card to their account.

There are multiple ways to tell if a client is missing a coverage method for fees:

When selecting an appointment on your calendar:

Image #1

When selecting a client to schedule a new appointment:

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When viewing a client profile:

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If you see this red "Missing coverage method for fees" alert on a client’s profile, they must add a credit card to their account before you can schedule sessions with them. Please be sure to:

  • Encourage them to update their Billing Info in their Tava profile ASAP.
  • If an urgent/emergent session is needed before the payment method is added, please reach out to therapist-support@tavahealth.com for assistance.

This change will help ensure a smooth scheduling process with guaranteed payouts for you!