Require credit card on file when your customers are filling the intake form.

How to require card on file

  1. Go to Intake form > Setting. When you are setting up your intake form, a "Credit card submission" section can be added.
Add credit card submission to your questions

(more info about intake form set up in "Intake form set up")

  1. By clicking the tick for "Required to answer", this question needs to be filled before submitting the intake form.

3. Once the intake form has been received, the credit card payment information can be stored. You can make the payment when your appointment service is finished (or charge the customer when they are "no-show").

Relative Articles:

"Intake form Submission"

"Intake form set up"