Documentation
How to Use FormAlert
Step-by-step guides for every part of the software.
Phase 04 · Payments Setup
Collect fees at booking or at the clinic.
Two payment methods available — each service can use a different type. All settings live at /payments.
Option A — UPI
Patient pays to your UPI ID. You verify manually then confirm.
1
Add your UPI ID in /payments.
2
Patient pays directly to your UPI ID at checkout.
3
You verify then manually confirm the appointment.
UPI requires manual verification before every confirmation. Check your UPI app and click Mark Payment Received in FormAlert for each appointment. Use Razorpay for a fully hands-off workflow.
Option B — Razorpay
Payment collected automatically at booking. You just confirm the appointment.
1
Create Razorpay account. Go to razorpay.com and sign up.
2
Generate API key. Settings → API Keys → Generate Key. Copy the Key ID and Key Secret.
3
Add allowed website. Settings → Websites & Apps → add formalert.in.
4
No shipping policy. Select No Shipping during setup.
5
Paste Key ID & Secret into FormAlert at /payments.
Tip: Razorpay charges a small transaction fee (typically ~2% per payment). Money goes directly to your Razorpay settlement account — FormAlert does not hold your payments.
Setting fees per service
Go to Team → [Provider] → Services and set a fee for each service. Set the fee to ₹0 if the service should be free — no payment screen will appear for the patient.
When the payment type is set to Prepaid, the patient pays before the appointment is confirmed. When set to Postpaid, there is no upfront payment — the patient pays at the clinic.
