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'Send clients an email or text to add credit card info to appointment.' has been merged into this idea

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Send a secure link to add credit card info from their client profile

For clients who reach out to the salon directly vs. booking online, adding a feature from the profile we create for them that sends a secure link (or sends when prompted) to add their cc info so we have it on file. This would support our booking and cancellation policies without having to ask them for their cc info over the phone, via text or email.

37 votes
Cera Fass shared this idea  ·   ·  Report…  ·  Admin →
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  • Stephanie DeLozier commented  ·   ·  Report

    With a significant increase in no-shows and late cancellations, allow clients to input their Credit Card information within the Client Portal. This allows the clients to have control and feel safer rather than giving information over the phone. This credit card is used to hold the appointment and charge for no-shows and late cancellations. If needed, the client can access their portal to update the credit card in the future. Additionally, allow the salon to send them a link to input this information or fill out an intake form prior to the appointment.

  • Jennifer Kunstek commented  ·   ·  Report

    Instead of asking for credit card information over the phone, or via email if they are booking through a message. When the appointment is made, they get a text or link to add credit card with the cancelation policy. If they don't add in 1 hour, the appointment is canceled and they are told they have to book again.

  • Lyndi Heus commented  ·   ·  Report

    For better security it would be great to be able to send a link via text that allows patients to enter / update their payment information on their account. MindBody currently does a great job of this as reference.

  • 1st Floor Computer commented  ·   ·  Report

    It would be extremely helpful if the Client portal had a "Wallet" if you will. Where clients can add multiple payment methods for use at checkout throughout any appointment or checkout. This can help for outstanding orders or tickets that need to be closed due to a faulty payment method.

  • Breanne Miller commented  ·   ·  Report

    Setting that requires a card on file for ALL in house appointments. An appointment cannot be made, without having a card on file. Multiple team members frequently forget to collect card info when scheduling in house appointments. It would be helpful to have a setting that would not allow them to forget to collect card information to schedule the appointment.

  • Diana Lopez commented  ·   ·  Report

    When booking online, require a card on file for new client appointments/for clients who do not have a card on file, to prevent no shows & compensate estheticians for their time.