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.
Guide
Two separate things get billed: what your patients pay at booking through Razorpay, and what you pay FormAlert — the subscription and the WhatsApp credits. Running out of credits doesn't cancel your plan — it just stops messages going out.
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.
Sign up at razorpay.com with your business details and a bank account.
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.
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.
With Razorpay connected, switch on Auto-confirm at the top of the Payments page — paid bookings then confirm themselves, with no action from you.
The same page also generates a reusable payment link and QR code — the patient scans it and pays any amount, straight into your Razorpay account. Print the QR and stand it on the front desk to stop handling cash for walk-ins.
Keys are encrypted before storage and never shown in plaintext again — the page marks them Locked, and editing them needs a one-time code first.
Below that is the full payment history — patient name, phone, amount, status and timestamp.
New accounts get 14 days free, no card required, with 25 credits to spend.
1 credit = ₹1. Every WhatsApp template message costs one credit; your free-form replies inside the 24h window are free.
Plan credits are spent first — a top-up you buy today is still there next month.
Click Add next to the credit balance on your Dashboard, or Top up credits in Settings.
Pick 500, 1,000 or 2,000 credits — or a custom amount — and pay. Credits land immediately, at ₹1 per credit, same as plan credits.
Go to Settings → Plan Details to subscribe, switch plan, renew, cancel, or download invoices and your credit history.
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?
Money isn't reaching my bank account.
You're probably still on test keys — check the mode tag on the Payments page and swap in your live keys.
Patients paid but the appointment is still pending.
Auto-confirm is off. Switch it on, or confirm those appointments by hand — 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.
My plan badge is wrong after paying.
Go to Settings → Plan Details and use Find previous subscription to re-sync from Razorpay.
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