Require Credit Card to Book
If you require that clients provide a credit card to complete a booking, you can choose that option in the Fee Section of the related Service in Settings > Services.
Client Booking Calendar
This option will force the client to provide a valid credit card when booking online. If the client already has a credit card on file, they will be allowed to complete their booking and the card on file will be linked to that appointment.
A notice advising the need for a credit card on file will be displayed in the client booking process.
Admin Booking Calendar
When booking from the admin calendar, if the service requires a credit card, an indicator will be displayed just below the service name. If the client doesn’t already have a card on file, you will be directed to the client profile to add a card after saving the booking.
Client Credit Cards on File
If a credit card is linked to a booking, a note will be displayed with the credit card in the client’s profile in your Client list.
A similar warning will be displayed in the client’s online account and they will not be able to delete the card, only update the details if necessary.
If the client has a pre-paid package that includes the selected service and the client chooses to use a session for that package, a credit card will no longer be required.
The same logic applies when booking from the admin calendar.
If a client is booking on behalf of another Linked Client, the client who is doing the booking will be required to provide a credit card. That credit card will be linked to the client associated with the appointment. Read more about Linked Clients.
Are funds held for the booking when a card is required?
No, payment processors can only apply holds on funds for up to 7 days. Since most bookings are beyond the 7 day limit, it is impractical to apply any holds on a client’s card.