Overview

This guide walks you through how to integrate PayPal with Core Practice and how it is used to collect deposits during online appointment bookings.

Once set up, patients can securely pay deposits when booking appointments online using PayPal.

Before You Start

Make sure you have the following:

• Administrator access in Core Practice
• An active PayPal account

Step 1: Activate PayPal in Core Practice

PayPal must be installed and connected before it can be used.

1. Click the cog icon, and go to Settings
   
   
    
2. Under Integrations, click Core Practice Apps
   
   
    
3. Click Open Marketplace (top right)
   
   
    
4. Find PayPal and click Learn More
   
   
    
5. Click Install PayPal
   
   
    
6. You will be redirected back to Settings, click Install again
   
   

Step 2: Connect your PayPal Account

1. Enter the integration details:
   • Add-on Name: Use a name that identifies the location
   • Location:
     • Select a specific location to RESTRICT PayPal access, or
     • Leave blank to allow access across all locations
2. Click Save and Redirect to PayPal
   
   
    
3. Log in to your PayPal account (or create one if needed)
4. Follow the prompts to complete the connection
   
   

Step 3: Confirm Integration

Once completed:

• The PayPal integration will show as Active in Core Practice
  
  

If needed, you can add additional PayPal accounts by clicking New PayPal Integration and repeating the steps.
 

What's Next?

Now that PayPal is connected, you can start using it to collect deposits from patients during online bookings.

To learn how this works and how patients complete payments, see:

How PayPal Works for Online Booking

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!