Payment plans and recurring billing for dietitian and nutrition practices

Automate recurring card and ACH charges for memberships, retainers and payment plans. Monthly program subscriptions.
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Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for dietitians & nutrition counseling

How each solution supports dietitians & nutrition counseling

See what each option adds to the way your business takes and tracks payments.

Square Appointments

For dietitians & nutrition counseling: Schedule therapy sessions and rehabilitation assessments, collect appointment payments and keep staff calendars aligned. Square Appointments lets patients book online 24/7, sends automated reminders and keeps every staff calendar in one place. Book virtual and in-person sessions with prepayment. Roots sets up your services, availability, policies and forms so the calendar works from day one.
  • Build your service menu with durations, buffers, prices and assigned staff
  • Set cancellation and prepayment policies that match your written policy
  • Turn intake, consent and policy documents into automated digital forms
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Square Invoices

For dietitians & nutrition counseling: Send itemized invoices for therapy visits and rehabilitation charges and track deposits, due dates and outstanding balances. Square Invoices sends unlimited invoices, estimates and contracts by email, text or link, with automatic reminders and cards or bank accounts on file. Invoice program packages. Roots sets up your templates, schedules and accounting sync.
  • Build branded invoice and estimate templates with your terms and policies
  • Set up recurring series with card or bank account on file
  • Connect Square to QuickBooks Online or Xero and map your accounts
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Square Payment Links

For dietitians & nutrition counseling: Share a checkout link for therapy visits and rehabilitation charges through messages, email or your website. Square Payment Links creates a secure checkout page you can share by email, text, social media or QR code, and reuse for standard fees. Sell programs from your website. Roots sets up the links, custom fields and reporting.
  • Create reusable links for your standard fees and deposits
  • Add custom checkout fields that collect only what you need
  • Place buy buttons and QR codes on your website and printed materials
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Merchant Account

For dietitians & nutrition counseling: Arrange a processing account for therapy visits and rehabilitation charges, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your nutrition practice, with pricing you can read and a person to call. Health care MCC setup for HSA/FSA-eligible services.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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Recurring Billing

For dietitians & nutrition counseling: Schedule and manage payments for treatment packages and scheduled patient installments, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Monthly program subscriptions.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software

Recurring Billing questions

Questions therapy clinic teams ask about patient payments.
Roots helps define the schedule, collect authorization and connect payment status to your customer or subscription records.
We plan retries, customer notifications and staff follow-up so missed payments have a clear resolution process.
Bring your billing cadence, customer authorization and failed-payment process. Roots uses these details to plan the workflow for dietitians & nutrition counseling and prepare a clear setup scope.
Request a quote for your business and the setup you need. We review the scope and costs with you before you proceed. Consultations and payment reviews are free.

Ready to talk it through?

Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Talk to a therapy clinic payments specialistAll dietitians & nutrition counseling solutions