The Forms feature helps you collect information from your clients by utilizing different templates and modules to meet your needs. The Payment Form template lets you quickly and securely capture credit card information. You can also use the Payment Module in your custom Forms to achieve the same goal. This feature is perfect for businesses new to Vagaro that want to collect customer credit card information for future use.
To use the Payment Module, you must use Vagaro’s Credit Card Processing and Vagaro Forms. To sign up for merchant services, click here.
If you are using the Payment Form Template or the Payment Module, the Require Vagaro login to fill out form checkbox will be selected. This setting is required and cannot be disabled to ensure that the credit card information is saved to the correct client profile.
Before following the steps below, activate the Forms feature.
The Payment Form template is a premade customizable form that includes the Payment Module and asks clients to sign and agree to have their credit card saved on file.
The Payment module can be used to help you collect credit card information from your customers. Simply drag the module into your form which will populate with the necessary fields. This is also a great option if you are new to Vagaro to ensure a smooth transition for you and your clients.
If you do not have Credit Card Processing and try to drag in this module, you will receive this pop up. The pop up contains a button allowing you to sign up for a Merchant Services account.
The Payment or Contact Module cannot be used in mandatory forms. This is to prevent your customers from being asked to enter their credit card or personal info multiple times during booking if you already require a card to be placed on file. You can utilize our Online Shopping Cart to require credit card capture at the time of booking. You can learn more about the Online Shopping Cart here.
Once you have created your form, you can include the link in an email or text marketing campaign (Vagaro Pro / Web Version), or you embed your form on your business website. You can learn how to send Forms to your customers here.