How SureAppoint works

Turn appointments
into commitments.

SureAppoint gives patients a reason to take reserved time seriously by securing a payment method before the visit.

Questions? See FAQs →

Office

Take back control of your schedule.

You choose which eligible appointments to secure—and you decide whether to charge.

If everything goes as planned, there’s nothing else to do.

No monthly subscription. No long-term commitment.Use it when it makes sense.

What happens

One simple flow.

Office + patientOfficePatient
  1. Appointment
    Jul30
    BookedOffice visit

    10:00 AM · 30 minutes

    OnlinePhoneOffice
    Office + patient

    Appointment scheduled

    Book appointments normally.

  2. Secure this appointment?

    Text Email
    Office

    Secure it when you want to

    Choose an appointment and send a SureAppoint link by text, email, or both.

    SureAppoint isn’t currently available for Medicaid or Medicare-Medicaid dual-eligible patients.

  3. Confirm appointment
    Open secure link Review terms + fee Save with Stripe
    Nothing charged today.
    Patient

    Patient confirms

    They review the terms and fee and securely save a payment method through Stripe.

  4. Charge the fee?Your call
    YesNo
    Your office makes the final decision
    Office

    If something happens

    If the agreed terms apply, review what happened and decide whether to charge.

If everything goes as planned, there’s nothing else to do.

A few common questions

FAQs

Is SureAppoint really free for my practice?

Yes. There’s no monthly subscription, upfront cost, or long-term commitment. SureAppoint earns its service fee from applicable patient fees that are successfully collected, so your practice doesn’t pay to use SureAppoint. Pricing may differ where state law requires another arrangement.

What if I don’t want to use SureAppoint for every patient?

You don’t have to. Your practice chooses which eligible appointments to secure, with no minimum usage and no requirement to use SureAppoint for every eligible appointment.

What if I don’t want to charge a patient?

Then don’t. SureAppoint gives you the ability to collect an applicable fee; it doesn’t make the decision for you. If you decide no fee should be charged, simply close the appointment with no fee.

When is the patient’s card charged?

Nothing is charged when the patient secures the appointment, and no monetary hold is placed on their card. Payment information is saved securely through Stripe for possible later use. A charge happens only if the agreed terms permit it and your practice chooses to charge.

What happens if everything goes as planned?

Nothing is charged. After the appointment, your practice has time to review it if a fee may apply. If no action is needed, the appointment automatically closes with no fee—there’s no need to manually close every normal appointment.

Are there patients or appointments I can’t use SureAppoint with?

SureAppoint isn’t currently available for Medicaid or Medicare-Medicaid dual-eligible patients. Use it only for appointments where your practice’s terms and applicable rules allow the fee.

Do I have to change how patients book appointments?

No. Keep booking appointments online, by phone, in the office, or however your practice handles them today. Add SureAppoint afterward only to the eligible appointments you choose to secure.

Can I refund a patient?

Yes. Your practice may choose to issue a refund through Stripe when you believe it’s appropriate. SureAppoint may also return some or all of its fee under its refund policy; Stripe processing fees may not be refundable.

Is my patient’s payment information secure?

Payment information is collected and handled securely through Stripe. SureAppoint uses the resulting payment credentials to support an authorized fee when needed without exposing full card details to your practice.