Clero × Payment Systems
Integrate Stripe & Xero with Clero
Send patients a secure payment link, not card details over the phone. When they pay, status flows into your practice systems and bank visibility, while your team tracks paid vs unpaid bookings in Clero.
Payment links, not phone card capture
Clero is not built around reading card numbers on a call. After a booking is made, patients receive a secure Stripe payment link by SMS or message, so they pay in their own time on Stripe's checkout. Money lands through your connected Stripe account into your bank, with the audit trail you already trust.
Paid and unpaid status stays visible in the Clero dashboard against each booking. Where configured, payments also write back into the patient management system and sync with Xero so clinical, reception, and finance teams see the same picture: who has paid, who still needs to, and what is outstanding.
Capabilities with Payment Systems
Stripe checkout links, optional Xero sync, PMS write-back, and booking-level paid vs unpaid status in Clero.
01
Secure Stripe payment links
Patients tap a link and pay on Stripe Checkout. No card details are spoken, typed, or stored by Clero on the call.
02
Deposit or treatment amounts
Configure holding deposits or full treatment payments by appointment type so the link asks for the right amount every time.
03
PMS payment write-back
When a patient pays, Clero can record the payment against the patient in your practice software so clinical balances stay accurate.
04
Xero invoicing and sync
Optional Xero connection keeps invoices and payment status aligned with your accounting, including payment links generated through Xero where that pathway is used.
05
Clero dashboard visibility
See every linked booking: link sent, opened, paid, overdue, or released. Filter unpaid slots and follow up without hunting through inboxes.
06
Bank-ready settlement
Stripe settles into your business bank account under your Stripe settings. Clero orchestrates the patient journey and status, it does not become a second till.
07
Reminders and release rules
Gentle payment reminders and optional slot-release rules help protect the diary when a deposit is required but never paid.
08
Tied to the live booking
Payment state sits next to the appointment in Clero (not a disconnected spreadsheet) so reception knows exactly what is confirmed.
How it works
From a booked appointment to a paid status your team can see.
Booking confirmed on the call
Clero books the appointment under your practice rules. Payment is handled as a link, not card capture on the phone.
Patient receives a payment link
A secure Stripe (or Xero) payment link is sent so the patient can pay on their phone when ready.
Status updates everywhere that matters
When they pay, Clero marks the booking paid, updates connected PMS records, and keeps optional Xero status in sync, with bank settlement via Stripe.
Why practices choose this connection
Clearer commitment before the chair
A paid link filters casual bookings. Your diary fills with patients who have secured the slot.
Less front-desk chasing
Staff see paid vs yet-to-pay in one place instead of checking Stripe, SMS threads, and the PMS separately.
Finance and clinical stay aligned
Xero and PMS write-back reduce double-entry so accountants and reception are not reconciling conflicting notes.
Safer for patients and staff
Card data never needs to be taken verbally. Patients pay on Stripe; practices keep PCI burden where it belongs.
Fewer no-shows and ghost slots
Unpaid deposits can be reminded or released under your rules so empty chairs are returned to the bookable pool.
Full operational visibility
Managers track outstanding amounts, paid revenue, and booking health from the Clero dashboard, not guesswork.
Setup
Connect Stripe
Link your Stripe account so payment links settle to your practice and bank under your Stripe configuration.
Optional: connect Xero
Authorise Xero if you want invoices and payment status to sync with your accounting workspace.
Map amounts and PMS rules
Set deposit or payment amounts by treatment, and how paid status should appear in your patient management system.
Set reminders and go live
Choose reminder timing, unpaid release behaviour, and messaging, then test a booking end-to-end before live traffic.
Ready to send payment links with full visibility?
Walk through Stripe, optional Xero, and dashboard tracking with the Clero team.
Common questions
Still deciding? Ask anything about Clero and Payment Systems.