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Set up collection of credit card information when booking appointments

The center can enforce the collection of credit card information when booking appointments. This is convenient for guests as they can come into the salon without carrying cash or a card for their next appointments and it also helps the business to easily recover payments in those rare times when there may be an interruption in service.

Enforce guests for credit card information to book appointments for the organization 

Required roles: Any role with access to the administrator mode.

Required permissions: None 

  1. At the organization level, click the Configuration icon.

  2. Search for and select the Enforce guests for credit card information to book appointments setting.

  3. Enable this setting.

  4. Click Save.

Enforce guests for credit card information to book appointments for the center  

Required roles: Any role with access to the Administrator mode.

Required permissions: None 

  1. At the center level, click the Configurations icon.

  2. Search for and configure Enforce guests for credit card information to book appointments setting. You can enable one of the below options:

    Option 

    Description 

    Use organization default settings  

    The center can directly go with the organizational level setting for getting the guests credit card information to book appointments.

     Not required 

    This option indicates guests credit card information is not required to book appointments.

    Warn if not on the file  

    This option warns the guest with an indication that the credit card information is not on the file.

    Block if not on the file  

    This option blocks the guest when the credit card information is not on the file. 

  3. Click Save.

Impacts and Considerations 

  • Availability of Card on File depends on the card processor you choose and possibly the level of your subscription. 

    For example, Zenoti Payments allows you to store credit card details at no extra charge.