Accept HSA and FSA cards for eligible services

Many HSA and FSA cards can be accepted for eligible care. Common use for nutrition coaches: HSA/FSA for eligible dietitian services. Roots sets up acceptance and explains documentation requirements, such as letters of medical necessity.
Talk to a holistic practice payments specialistAll nutrition & health coaching solutions
Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.
✓

Payment approved

$561.75 · Visa •• 4242

Payment solutions for nutrition & health coaching

How each solution supports nutrition & health coaching

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

Square Appointments

For nutrition & health coaching: Schedule practitioner consultations and therapy appointments, collect appointment payments and keep staff calendars aligned. Square Appointments puts online booking, reminders and payments in one calendar. Common use for nutrition coaches: virtual session booking. Roots Payments, an independent Square Reseller, configures your services, staff, policies and booking site so it works from the first appointment.
  • Build your service menu with durations, processing time, prices and staff assignments
  • Configure deposit, cancellation and no-show policies that match how you actually operate
  • Connect booking to your website, Instagram and Google Business Profile
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Square Invoices

For nutrition & health coaching: Send itemized invoices for integrative consultations and practitioner services and track deposits, due dates and outstanding balances. Square Invoices sends invoices, deposits and recurring invoices by email, text or link, with contracts and e-signature attached. Common use for nutrition coaches: program invoices. Roots builds your templates and deposit schedules so high-ticket work is paid on time.
  • Create invoice, estimate and contract templates with your policies
  • Set up deposit and payment-schedule rules for multi-session or high-ticket services
  • Connect invoicing to QuickBooks Online or Xero
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Recurring Billing

For nutrition & health coaching: Schedule and manage payments for care packages and practitioner memberships, including renewals and customer account balances. Recurring billing runs memberships, tuition and rent automatically, with retries and card updates to reduce failed payments. Common use for nutrition coaches: program billing. Roots sets it up with clear sign-up and cancellation terms.
  • Plan design and billing-date setup
  • Review of auto-renewal disclosures and cancellation flow
  • A named Roots contact for training and ongoing support, nationwide and remote-first
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HSA/FSA Payments

For nutrition & health coaching: Identify eligible services within integrative consultations and practitioner services and organize health-benefit-card acceptance around those charges. Many HSA and FSA cards can be accepted for eligible care. Common use for nutrition coaches: HSA/FSA for eligible dietitian services. Roots sets up acceptance and explains documentation requirements, such as letters of medical necessity.
  • Setup and receipt configuration
  • A named Roots contact for training and ongoing support, nationwide and remote-first
✓

Payment approved

$561.75 · Visa •• 4242

HSA/FSA Payments questions

Questions holistic practice owners ask about booking and payments.
We review your merchant category, services or eligible products and checkout setup with a processing partner, then plan the acceptance workflow.
We help plan item classification and split-payment handling so staff can separate eligible purchases from purchases paid another way.
Bring your merchant category, eligible item catalog and checkout process. Roots uses these details to plan the workflow for nutrition & health coaching 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 holistic practice payments specialistAll nutrition & health coaching solutions