User Guide

Simple how-to guides for FormAlert

Plain steps for the things you'll actually do — no jargon. Read the whole thing before you sign up, if you like.

What FormAlert Does 1. Business Details 2. Team Schedule 3. Payments 4. WhatsApp 5. Team & Roles Share Booking Link Run Today's Queue Manage Appointments Audit Your Google Profile Request Reviews Schedule Follow-ups Credits & Plans Your Own Number Troubleshooting Start Free →

Setup · Step 3 of 4

Turn on payments

Takes about 15 minutes, plus Razorpay's KYC waitIn the app: Settings → Payments

The problem

People book a free slot, don't turn up, and it costs you nothing to book but costs you the appointment.

The fix

A patient who has paid ₹500 arrives. Taking the fee at the moment of booking is the single most effective thing you can do about no-shows — more than any reminder. Connect Razorpay once and the money is collected before the patient walks in.

This step is optional. FormAlert works fine if you keep collecting at the desk — you can still record those payments here. Skip to step 4, WhatsApp if you'd rather come back to this.

Where this lives

Everything here is on one screen: Settings → Payments in the sidebar. That page holds your Razorpay connection, the auto-confirm switch, your payment link and QR, and your full payment history. Razorpay is the only online payment method, and it's what makes automatic confirmation possible.

Step 1 — Set up Razorpay

The Payments page walks you through this itself, with links straight into the right Razorpay screens. In full:

In Razorpay, go to Settings → Website & App and add formalert.in as an approved domain. The privacy, terms, refund and contact pages Razorpay looks for are already live there.

Complete KYC. Until it's done you can only use test keys. Razorpay may ask for a demo login to check your booking flow — the Payments page shows the exact test credentials to give them.

Go to Settings → API Keys in Razorpay and generate keys. Start with test keys, switch to live once you've done a trial run.

In FormAlert, open Settings → Payments and paste your Key ID and Key Secret. Save.

Razorpay shows the Key Secret only once. Copy it the moment it appears — if you close that screen you'll have to generate a fresh pair.

FormAlert detects test versus live automatically from the key prefix: rzp_test_ is test, rzp_live_ is live. The status bar shows which mode you're in, next to a Connected tag.

Step 2 — Switch from test keys to live keys

Do a test booking end to end first, then replace the keys. This is the step people forget, and forgetting it is expensive.

Test keys move no real money. If you launch on test keys you'll take a week of bookings that look perfectly successful and collect nothing. Check the Payments page says Live before you share your booking link widely.

Step 3 — Turn on auto-confirm

With Razorpay connected, switch on Auto-confirm at the top of the Payments page. Paid bookings then confirm themselves — the patient gets a confirmation on WhatsApp and a queue token without anyone at your end doing anything.

Tip: Leave auto-confirm off if you want to vet every booking before accepting it — a specialist clinic screening referrals, say. Payment is still collected either way; you just approve the appointment yourself.

Your keys are locked after you save them

Credentials are encrypted before storage and never shown in plaintext again. The Payments page marks them Locked, and to view, edit or remove them you click Manage keys and verify your identity with a one-time code first.

This is why you keep your own copy of the Key Secret. FormAlert can't read it back to you — if it's lost, generate a new pair in Razorpay.

Take a payment without an appointment

Once Razorpay is connected, the Payments page generates a reusable payment link and QR code for your clinic. The patient scans it or opens the link and pays any amount, straight into your Razorpay account.

Open Settings → Payments and find the Payment Link & QR Code panel.

Copy the link to send it on WhatsApp, or click Download to get the QR as an image.

Print the QR and stand it on the front desk.

Tip: This is the fastest way to stop handling cash for walk-ins and one-off charges. Payments made through it appear in the table below the panel like any other.

Record a payment taken at the desk

Open the appointment.

Find Mark paid and set it.

You can also tick Mark as paid while creating a walk-in appointment, so cash at the counter is recorded in one step instead of two.

Track what you've collected

The Payments page shows four figures across the top:

FigureMeaning

Total revenueAll-time, with this month underneath

CompletedPayments that went through

PendingStarted but never finished, with the amount outstanding

FailedDeclined or abandoned

Below that is the payment history — patient name, phone, amount, status and timestamp. Filter by status; 20 rows per page.

If something's not right

Payments are failing for every patient.

Check three things in order: are your live keys pasted correctly, is your Razorpay KYC complete and the account active, and is formalert.in approved as a domain in your Razorpay dashboard? A run of failures is nearly always one of these, not patients changing their minds.

Money isn't reaching my bank account.

You're probably still on test keys. Check the mode tag on the Payments page — if it says Test, no real money ever moved. Swap in your live keys.

Patients paid but the appointment is still pending.

Auto-confirm is off. Either switch it on, or confirm those appointments by hand from the Appointments page — the payment itself is safe either way.

I can't edit or delete my saved keys.

They're locked by design. Click Manage keys, then Verify, and enter the one-time code. The keys unlock for editing after that.

The payment link panel says to connect Razorpay first.

The link is generated through your Razorpay account, so it only appears once your keys are saved. Finish step 1 and refresh.

A payment shows as Pending and never moves.

The patient opened the payment screen and closed it without finishing. The slot isn't confirmed and nothing was charged — send them the booking link again, or call them.

Next: Set Up WhatsApp Back to Overview

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