Securely collect and optionally store customer credit card numbers in their customer profiles by adding the Payment module to your form or SOAP note. You can also ask or state the purpose of collecting their card information or request their information using up to 200 characters. When the form is submitted, the customer's profile is updated with their card information, which is automatically retrieved when making future purchases, deposits, or renewals (e.g., memberships and packages). If a customer already has a card on file, they will be asked to verify the card information is correct or to add a new card to be saved as a replacement.
Note
This module cannot be used for mandatory forms.
When your customers and employees are prompted to enter their payment information, they will provide only the information for the fields you have requested.
Prerequisites: This feature is only available on the web, tablet, or Pay Desk version of Vagaro. Before continuing, ensure you've activated the Forms feature.
To add the Payment module to your form or SOAP note:
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Go to the Forms page.
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Web Version: Select Forms at the top of the screen.
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On a Tablet or Pay Desk: Select Forms at the bottom of the screen.
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Create or edit an existing form or SOAP note.
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In the left menu, drag and drop the Contact module into the form builder.
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Select a checkbox to include or remove fields from the module.
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Toggle Update or Save Customers to create or update a customer's profile when filling out the form:
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Update Existing Customer: Update the profile of a current customer when the Contact Information module is completed.
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Create New Customer: Add a new customer profile to your Vagaro account once the form has been completed. New customers must complete the Email section.
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Optionally:
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To require this module to be completed before submission, toggle the Required switch.
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To duplicate the module with the same image, select the Action
button, then select Duplicate.
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If applicable, make any additional changes, then Save or Publish your form.
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