For our customers using CardConnect for credit card processing, CardConnect is currently experiencing issues with processing payments. They are aware of the issue and are working to rectify the problem. For up to date information on the outage, you can go to Status.CardConnect.com

On Monday, September 2nd, our offices will be closed for the Labor Day holiday. Our regular business hours will resume on Tuesday, September 3rd at 9 A.M. Eastern Daylight Time.

As part of our continuing effort to improve the functionality of our payroll feature, payroll will be unavailable on Friday, March 15th between 5am - 8am EST. We apologize for any inconvenience this work may cause.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

How to Require Credit Card Information with Online Booking Requests

In order to require credit card information be entered when creating online booking appointment requests, you will first need to be sign up with CardConnect for credit card processing, which you can find out more information on here. You will also need to enable Client Online Account Access, which you can find out more about here.
  1. Go to your online booking website and select Manage Site at the bottom of the page.
  2. Sign in with your email and password.
  3. Select Booking Preferences.
  4. Scroll down to the Client Settings Section.
  5. For the Require Credit Card When Booking an Appointment option, change the slider from No to Yes. 
  6. If desired, check the box for Include service prices when booking an appointment. 
  7. You can adjust the Online Booking Policy. This will display on the website when the customer is entering their credit card information.
  8. Press Save Changes at the top of the Client Settings section. 
You are now setup to have your customers be required to enter their credit card information when making online booking requests. This credit card information will be stored with CardConnect, but you will be able to charge the card when checking a customer out through your software.

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