Payment plans and recurring billing for therapy and counseling practices

Automate recurring card and ACH charges for memberships, retainers and payment plans. Auto-charge per session or monthly with written authorization.
Talk to a counseling practice payments specialistAll therapists & counseling practices solutions
Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for therapists & counseling practices

How each solution supports therapists & counseling practices

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

Square Appointments

For therapists & counseling practices: Schedule therapy visits and clinician consultations, collect appointment payments and keep staff calendars aligned. Square Appointments lets clients book online 24/7, sends automated reminders and keeps every staff calendar in one place. Recurring weekly sessions with a card hold for late cancellations. 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
Explore this solution

Square Invoices

For therapists & counseling practices: Send itemized invoices for therapy sessions and psychiatric consultations 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 statements with card or ACH 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
Explore this solution

Square Virtual Terminal

For therapists & counseling practices: Take authorized phone or remote payments for therapy sessions and psychiatric consultations 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
Explore this solution

Merchant Account

For therapists & counseling practices: Arrange a processing account for therapy sessions and psychiatric consultations, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your therapy practice, with pricing you can read and a person to call. Health care MCC plus a neutral statement descriptor.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
Explore this solution

Recurring Billing

For therapists & counseling practices: Schedule and manage payments for scheduled session charges and care memberships, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Auto-charge per session or monthly with written authorization.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software

Text to Pay

For therapists & counseling practices: Send a payment request for therapy sessions and psychiatric consultations by text so customers can pay against a specific order or invoice. Text-to-pay sends a secure payment link by SMS, so clients can pay a balance from their phone in seconds. Discreet payment links for outstanding balances.
  • Write compliant message templates with opt-in language
  • Integrate with your billing system
  • Set reminder cadences
Explore this solution

Custom Payment Integration

For therapists & counseling practices: Connect the payment flow for therapy sessions and psychiatric consultations with your software and the operational records behind session invoices, appointments and patient balances. We connect payments to the systems you already run so balances, receipts and deposits reconcile automatically. Connect payments to your therapy EHR.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
Explore this solution

Recurring Billing questions

Questions counseling practice 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 therapists & counseling practices 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 counseling practice payments specialistAll therapists & counseling practices solutions