Digital Advice

Digital Advice

Welcome to our Digital advice page!

Here, our Head of IT and Social Media, Trevor Eddolls, considers some of the technological aspects of running Hypnotherapy practice.

Have a look at our hints and tips to keep you on the ball when it comes to technology.

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General information

As well as the information below, check out our tips for Staying Safe Online.
You can also find out about Plagiarism if you are concerned that your online content has been used without your premission.

Taking payments

The following section explores show to take payments and the use of video conferencing tools.

Please note, that AfSFH does not specifically endorse any of these products or services, and members should contact the companies mentioned directly for the latest information about pricing and functionality.

  • Taking payments with card readers
  • Taking online payments
  • Using online video conferencing
  • Sending text reminders to clients

Taking payments with card readers

Working with cash from clients is very popular, but you do need to keep accurate records so that you don't get confused about what's your money and what belongs to the business!

Cheques are easy for any client who still carries a cheque book, but a pain because you have to go to the bank when they are open to pay it in. Although some banks accept photographs of cheques now sent from your phone. Most people expect to be able to pay by debit or credit card these days, and thats means you need to be able to accept card payments. Soon you'll need to be able to accept payments from a phone (Android Pay, EE Cash on Tap, Samsung Pay, etc).

***Please note: the prices & information given about various providers below are subject to change. Please check with providers/suppliers directly for costs, and terms/conditions of use***

So, what's the easiest way to take client payments?

Sum Up Air costs £29 for a stand alone machine (discounts are often available). In addition, there is a single flat fee per transaction (1.69%), but no fixed monthly costs. The card reader connects via Bluetooth and is compatible with iOS/Android phones and tablets. The free app that comes with it has the basic functionality needed to take credit and debit card payments.

With Sum Up, you can accept over-the-phone payments (although this requires special activation) at no monthly cost.

The transaction fee goes up to 2.95%+25p as an additional transaction fee.

For further information see: https://sumup.co.uk/

iZettle Reader costs £59 for a stand alone machine (discounts are often available). In addition, there is a single flat fee per transaction (1.75%), but no fixed monthly costs. The card reader connects via Bluetooth and is compatible with iOS/Android phones and tablets. The free app that comes with it has the basic functionality needed to take credit and debit card payments.

Users can accept payments through emailed invoices for 2.5% pertransaction.

For further information see: https://www.izettle.com/gb

Square Reader costs £39 (discounts are often available) for a unit that plugs into your phone. In addition, there is a single flat fee per transaction (1.75%) but no fixed monthly costs. The card reader works with iOS/Android phones and tablets. The free app that comes with it has the basic functionality needed to take credit and debit card payments.

The one worrying thing for customers is that the Square Reader is just that. Customers have to enter their numbers into your phone or tablet - which some might find suspicious or feel uncomfortable with.

There is an in-browser virtual terminal for phone payments at no extra monthly cost, apart from a 2.5% transaction fee.

For further information see: https://squareup.com/gb

PayPal Here costs £45 for a standalone machine (discounts are often available). In addition, the transaction fee ranges from 1 to 2.75%), but no fixed monthly costs. Payments go to your Paypal account, not your bank.

You can take payments over the phone.

For further information see: https://www.paypal.com/uk/webapps/mpp/credit-card-reader.

Other card machines that are available include: Elavon MobileMerchant, WorldPay Zinc, Barclaycard Anywhere, and SmartTrade App.

Things to note: Some payment machines also come with extra accessories, such as card reader display stands or printers that can link up to print receipts (although many offer the option to email a receipt to clients). It is also worth checking what type of cards your provider accepts - most will accept the main cards such as Visa or Mastercard, but others may not accept American Express (AMEX) or Solo/Maestro debit cards.

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Taking online payments

If you are working online, you probably want to be paid before the session starts

There are three methods that can be used to get payment to you. They are:

  • Bank transfer
  • Payment button on website
  • Credit card payments

Bank transfer

With bank transfer, your client needs your bank details so that they can set up a payment to your account. You can put your account details on the payment section of your website or you could send your client your bank details on your invoice. They would transfer the money to you in the same way they would pay their other bills using online banking from a laptop or phone.

Website payments

You could set up a payment button on your website. When people click that, they are transferred to a service payment provider like Paypal. You will need a Paypal account and you will need to set up the payment type (standard session, stop-smoking session, etc). Paypal will give you some code to add to your website to take payments. Paypal will allow people to pay with their credit card or Paypal account. And Paypal make a small charge for each transaction. Alternatives to Paypal include:

  • 2CheckOut
  • Amazon Pay
  • Authorize.Net
  • Braintree
  • Dwolla
  • Google Pay
  • Payoneer
  • Quickbooks Payments
  • Shopify Payments
  • Skrill
  • Square
  • Stripe
  • TransferWise

Credit card payments

Credit card payments can be taken over the phone, but you will need to check with your credit card machine supplier that you are authorised to do so. For example, I use a Sum Up credit card machine associated with my mobile phone. I had to arrange with Sum Up to take remote credit card payments. Once you are set up, you can accept 'card not present' transactions using a 'virtual terminal' or an 'online' payment option. Log in to your payment provider account and select the correct option for this type of payment. The on-screen prompts will ask for the long card number, card expiration date, and card security code. The cost of taking payments online by credit card varies.

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Using online videoconferencing

Due to the impact of COVID-19, and moves towards online working more generally, what are your choices for conducting therapy with clients online?

Zoom

Zoom was founded in 2011 by Eric Yuan, who used to be a Cisco Webex engineer and executive. With the Covid-19 outbreak, Zoom seemed to be used by just about everyone. This led to things like Zoom-bombing - the practice of joining someone else's Zoom meeting and disrupting it. People were, to begin with, quite lax about sharing links for meetings and so other people would join the meeting and cause chaos. There were other security issues, which Zoom responded to, for example, by allowing hosts to lock meeting (ie not allow anyone else to join) or removing participants. It's now possible to prevent people from sharing their screens or renaming themselves.

Webex

Webex started life in 1995 and was taken over by Cisco in 2007. It's been used by businesses for a long time. It does have a free version that has now increased the number of participants from 50 to 100 and removed the 40-minute time-limit on meetings. It also now has call-in abilities.

GoToMeeting

GoToMeeting was, perhaps, the main competitor to Webex. It was developed in 2004 for Web conferencing and was developed further over time by Citrix, who later merged the product with LogMeIn. The entry-level plan allows for 150 participants, while the enterprise plan can include up to 3,000.

Microsoft Teams

Microsoft Teams for online meetings started life as its Skype for Business tool. It can host video meetings for up to 250 people. Users can share their screens and meetings can be recorded. It comes as part of Microsoft 365 and integrates well with it. Microsoft are currently offering Teams for free until the pandemic is over.

Google Meet

Google Meet started as Google Hangout Meet and was part of Google's paid-for G Suite. But it is now being rolled out for free. You can have up to 100 people on the call and there's no time limit until the end of March 2021. Google Meet's big selling point is that it is very secure.

Messenger Rooms

Facebook has come out with its equivalent to Zoom called Facebook Messenger Rooms. It is completely free and allows up to 50 people to join a meeting and there is no time limit. Apparently, Facebook is planning to make it possible to create rooms from WhatsApp, Instagram Direct, and Portal. Rooms is really designed for people to hang out together in their own lockdown areas and drop in and out rather than for business meetings. Like all things to do with Facebook, there are some worries about what information about you it will collect and what it will do with it.

Zoho Meetings

Zoho Meetings lets you host end-to-end encrypted video meetings, conference calls, and webinars, all of which can be accessed through dial-ins and email links. It's an open-source video conferencing service providing end-to-end encryption. Meetings can have up to 100 participants. Meeting tools include screen sharing, the ability to record calls, and moderation (eg you can mute participants, for example). It's not free, although there is a free 14-day trial.

Jitsi Meet

Jitsi Meet is an open-source platform that lets users create online meetings from the website by clicking on Go. It can support up to 75 participants, and, for security, users can lock their room with a password. This is free.

FreeConferenceCall.com

FreeConferenceCall.com is a website founded in 2001. Users create a free account and receive a Dial-in Number and Access Code for immediate conferencing, and an Online Meeting ID for hosting meetings with Screen Sharing and Video Conferencing. After logging in to an account, participants are invited by email to join the meeting.

Skype Meet Now

There's also Skype, which is free. The Skype Meet Now feature (which is accessed from the Meet Now button on the left side of the app) offers free videoconferencing. It allows up to 50 users in a meeting, and users don't need an account to sign in, just a link. You can create a free conference room on the Skype website. Apart from a text chat window, there isn't anything else you'd expect in a business meeting application.

Slack and Amazon Chime

Slack, which a lot of companies use for business communication, does have a video conferencing facility. It is migrating its audio and video call capabilities to Amazon's Chime platform, which is a communications service that lets users meet, chat, and place business calls inside and outside of their organization, from a single application. This makes it similar to Webex and Zoom.

Discord

Discord is really a gaming app that offers encrypted chat, messaging, and video calls. Users set up a dedicated 'server', which can be organized into rooms (a bit like Slack) that host video and text-based chats. It supports 50 people in a Go Live video call. Group video chats allow users to stream their gameplay to friends and spectators, and the voice channels make it easy to chat through Discord while playing. You can download a Windows version or use it in your browser.

WhatsApp

WhatsApp allows for free audio and video calls with up to four people. It does offer end-to-end encryption. And most people have got the free app on their phone. WhatsApp Web let's you use your phone. However, as yet, if you use WhatsApp from your computer/laptop you can only share messages - you can't share your screen or make video calls though. In some cases, you can use WhatsApp to videocall using a Facebook 'Portal' device, which provides a bigger camera/screen range to videocall with WhatsApp. Video calls using Facebook Messenger can also be used in this way.

Talky

Talky, a video chat app, works with up to six participants. There's no registration, users pick a name for their group and send the link to their friends. It does offer screen sharing, and chats are encrypted. And it's free.

Houseparty

Houseparty is another group video chatting service. Users receive a notification when friends are online and available to group video chat. On average, users spend approximately 51 minutes a day on the app in group or one-on-one chats. The app is now owned by Epic games. Houseparty supports up to eight callers at once. Party games such as Trivia, Head's Up! and others are available, with in-app purchases available.

Currently, there's a whole range of videoconferencing facilities available from industrial-strength secure products that are clearly aimed at business down to products that run on phones or are geared mainly towards gamers. Some are paid for and some are free or come with a free trial. It's worth keeping an eye on press reports about security. It's probably best to use one for a hypnotherapy session that you know how to use - so find one you like and make sure it does all the things you need it to. Also, most providers will have extensive online help videos/resources (you can also find some on YouTube), so make sure you take time to learn about the functionality and settings of whatever solution you use, to ensure that you are using it in the safest and most convenient way.

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Sending text reminders to clients

Nothing is such a waste of time as sitting in a rented consulting room when your client has 'forgotten' to turn up.

One way that you can help prevent that is to send clients a text reminder the day before, so they have no excuse for not turning up.

But how do you do it automatically so that you're not typing in individual phone numbers and messages, and then sending them? Here are some options:

Shedul (https://www.shedul.com/) schedules appointments and sends out reminders - and all free.

WriteUpp (https://writeupp.com/) cloud-ready software that offers online booking and messaging. Pricing depends on the number of users.

GoReminders (https://uk.goreminders.com/). They charge £7.50 per month, paid yearly for up to 50 appointments/month. There are more expensive options for more appointments.

Rolo (https://www.getrolo.in/) is an app-based contact manager that lets you send text reminders.

Calendr (https://calendr.it/) uses email and SMS appointment reminders and integrates with popular calendars.

10to8 (https://10to8.com/) sends e-mail and SMS auto-reminders. and integrates with lots of things.

Appointy (https://www.appointy.com/) is online scheduling software. There are various pricing plans including free.

TimeCenter (https://www.timecenter.com/scheduling-software/) provides online appointment scheduling and automatically sends reminders to clients.

SMS Client Reminders (https://www.smsclientreminders.com/) is an SMS text and email appointment reminder service.

Conclusions: Some therapists prefer to send personal reminders to their clients, others don't remind clients at all (encouraging clients to take responsibility for their attendance). However, for those who like the idea of sending reminders, many of the options above have shown to be useful and worthy of consideration!

Further help

If you require any further information or have any questions about any of the information provided here, please contact our Head of IT and Social Media at: it@afsfh.com.

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