Online booking and reminders for speech and occupational therapy clinics

Square Appointments lets families book online 24/7, sends automated reminders and keeps every staff calendar in one place. Recurring weekly sessions with reminders and cancellation policies. Roots sets up your services, availability, policies and forms so the calendar works from day one.
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Payment solutions for speech & occupational therapy

How each solution supports speech & occupational therapy

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

Square Appointments

For speech & occupational therapy: Schedule therapy sessions and rehabilitation assessments, collect appointment payments and keep staff calendars aligned. Square Appointments lets families book online 24/7, sends automated reminders and keeps every staff calendar in one place. Recurring weekly sessions with reminders and cancellation policies. 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

Square Invoices

For speech & occupational therapy: 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. Monthly session invoices with card on file. 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 Virtual Terminal

For speech & occupational therapy: Take authorized phone or remote payments for therapy visits and rehabilitation charges from a browser-based terminal. Square Virtual Terminal turns a browser into a card terminal for phone, mail and remote payments. Charge telehealth sessions to a card on file. Roots sets up cards on file, recurring schedules and staff permissions.
  • Set up cards on file and recurring schedules with written authorization templates
  • Pair Square Terminal for the front desk if you also take in-person payments
  • Set permissions so only authorized staff can key in cards
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Merchant Account

For speech & occupational therapy: 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 therapy clinic, with pricing you can read and a person to call. A health care MCC so HSA/FSA cards approve.
  • 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 speech & occupational therapy: 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. Auto-charge after each session or monthly.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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ACH Payments

For speech & occupational therapy: Offer bank-account payments for therapy visits and rehabilitation charges, with authorization and invoice matching built into the workflow. ACH moves money directly between bank accounts, usually for far less than cards on large payments. ACH for families paying monthly.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Transfer initiated

$545.00 · ref ACH-7731

Square Appointments questions

Questions therapy clinic teams ask about patient payments.
Square Appointments provides online booking and staff calendars. Roots helps configure your services, schedules and booking experience.
Yes. We review appointment lengths, staff calendars, deposit or cancellation settings and checkout so the process fits how your team works.
Bring your services, appointment lengths, staff schedules and booking policies. Roots uses these details to plan the workflow for speech & occupational therapy and prepare a clear setup scope.
See Square’s official pages for current software, hardware and processing prices. Request a quote for your Roots setup or custom project. Consultations and payment reviews are free.

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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 speech & occupational therapy solutions