Skip to main content

​
Introduction

Requiring a credit card at booking helps secure appointments, reduce last-minute cancellations, and ensure a commitment to service. Even if a client chooses to pay in-store, their credit card will be stored for security purposes. Additionally, businesses can allow customers to proceed with their booking even if their credit card can’t be validated by enabling the “Allow Cash Payment” option.
1

Step 1

Click “Settings” in the side menu to access your booking and payment policies.images/navigate-to-settings.png
2

Step 2

Within Settings, go to the Business Policy section to manage client payment requirements.images/navigate-to-business-policies.png
3

Step 3

​
Toggle On Require Credit Card for Booking

Find the “Require Credit Card for Booking” option and toggle it on to enable the feature or off to disable it.images/require-credit-card.png
4

Step 4

​
(Optional) Enable Cash Payment

Once the “Require Credit Card for Booking” feature is enabled, you can also toggle “Enable Cash Payment” on. This lets customers proceed with their booking even if their credit card can’t be validated, giving them the option to pay with cash in person.images/enable-cash.png

​
Next Steps

Now that you’ve enabled credit card requirements for bookings, the next step is setting up review requests, allowing you to automatically collect customer feedback after their appointment.
⌘I