Collect Credit Card Information With a Form – Vagaro Support

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 element cannot be used for mandatory forms.

Prerequisites: This feature is only available on the web, tablet, Pay Desk, or PayPro version of Vagaro. Before continuing, ensure you've activated the Forms feature and Credit Card Processing.

To add the Payment module to your form or SOAP note:

Go to Forms .
Go to your form or SOAP note:
- To create a form template, in the top-left corner, select Create New → Form.
- To create a SOAP note template, select Create New → SOAP Note.
- To edit an existing form, select Action → Edit.
- To duplicate a form, select Action → Duplicate.
Under Form Elements, drag the Payment element into the form designer.

The element's settings will appear on the right side of the screen. If you already have this element in the form designer, select it to make changes.
Enter a Title for this element.
Optionally, to make this element required, turn on Required Field.
Publish your form:
- To save this form as a draft and publish it later, in the top-right corner, select Save as Draft.
  
  This form is saved in form management and can be published at a later time.
- To see a preview of your form and how it'll look for your customers, in the top-right corner, select Preview.
  
  You can select the Computer , Tablet , or Phone icon to see how your form will look on each device.
- To publish your form, go to Settings, then in the top-right corner, select Publish.
  
  Your form is saved in form management.