20.2. Different Ways to Collect Donations

Ways to collect donations

There are six ways to collect donations in HQ.

1. Straight donation: someone calls, walks in or sends you a check. Not tied to any specific appointment.
2. Donations at checkout counter.
3. E-Appointments Prompt (E-Appointments Donation Widget)
4. Website/Social Media posts (General Donation Widget)
5. Goal Based (Goal Widget)
6. Donated Admin Fee - DAF

Donation intervals

Donations can be setup to be a one time donation, monthly or yearly donation.

Collection points

Donations can be collected a various points through your interaction with your client.

1. Over the phone when making an appointment, or a walk in to your clinic or by sending a check.
2. At the checkout counter.
3. When booking an appointment online.
4. When a person visits your website.
5. On social media using a link you post.
6. Through a campaign on your website and/or social media by setting a goal and tracking how close you are to meeting that goal.
7. When you send an e-payment request.
8. When paying through the volume client portal.