Braintree by PayPal is a leading payment gateway that enables you to accept Visa, Mastercard, American Express, PayPal, and Apple Pay. Once connected, you can collect deposits at the time of booking, charge for completed appointments, process product sales through the online shop, and issue refunds — all without leaving ClinicSoftware. Every transaction is tokenised for security and logged automatically against the client account.
How It Works
01
Navigate to Settings then Integrations then Braintree and enter your Braintree API credentials.
02
Set your default currency and decide whether to collect deposits at the point of online booking.
03
Configure the deposit amount as either a fixed value or a percentage, set per service category.
04
Test the full connection using Braintree sandbox mode with test cards before going live.
05
Once live, all payments taken in clinic or online appear automatically in the Daily Transaction Report.
Key Features
Visa and Mastercard processing
Deposit collection at booking
Online shop checkout
PayPal and Apple Pay
One-click refund processing
Full PCI DSS compliance
Automatic transaction logging
Multi-currency support
Pro Tips
Always complete a sandbox test before switching to live credentials — Braintree provides a full set of test card numbers.
Even a small deposit on high-demand slots significantly reduces no-shows by financially committing the client.
Reconcile your Braintree merchant dashboard with the ClinicSoftware transaction report at least monthly.
Enable card tokenisation so returning clients can pay with a single click at the online booking checkout.
Feature Illustration
Braintree
Feature illustration