Managing a Client's Credit Cards

Connecting your IntakeQ account with one of the available payment providers allows you to securely store your client's credit cards on file.

Currently, there are four ways in which a credit card can be captured via IntakeQ.

1. When a client books and pays for an appointment online

When a client enters their credit card number to schedule an appointment using your booking widget, IntakeQ stores that number in your payment provider's account and associates it to that client.

2. By sending an embedded credit card form

This method is commonly used as part of the intake process. You can embed a credit card form within your Financial Agreement contract, and have they enter their credit card number and sign your financial agreement in a single form. The credit card is then stored in your payment provider's account and you can use it to charge the client later. Read more about this method in the following article: Capturing Credit Cards with Consent Forms

3. By creating an appointment charge manually

If a client calls or is in the office scheduling an appointment, you can ask for their credit card details and enter them manually, without leaving your IntakeQ Calendar. The following article describes how to do it: Charging a Credit Card Manually

4. By entering the credit card information in the Client Profile

The "Cards" tab in the Client Profile allows you to add and remove credit cards for any given client. When a credit card is captured using any of the methods described above, it will show up in this list.

Note that you can set a client's credit card as preferred in the client's timeline.

If you have any questions or need assistance, please contact us and we'll be happy to help!

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