You can securely collect a client's credit card details and a signed authorization by sending the client an authorization form. An authorization form can be a quick way to secure a reservation or collect an unexpected add-on payment.

You'll send it like any other form, from the blue Create button. When the client submits the form, you'll find the authorization as an attachment in the trip's message feed.

💡 Note: Sending a supplier invoice is usually preferred because it gives advisor and client options, such as:

Creating a payment schedule
Having payments included in sales and commission reporting
Processing supplier payments as direct payments

Sending a Credit Card Authorization Form:

Click "Create" > "Form"

Once you've opened your trip from the dashboard or search box, use the blue "create" button and select "Form" from the dropdown menu

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Select "Credit Card Authorization"

On the next page you will be prompted to choose the form template, here you will select your credit card authorization form from the list of templates.

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Click "Next: Review Email"

Once clicked you will be prompted to review the message being sent. You can either change the default language here by editing your Credit Card Authorization Email template under "Templates" > "Emails" or manually update the language on a one-time basis. Once done, click the "Send" button to send the from to your client

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💡Note: If you want to use a form to collect client details and authorization you can learn how to add the authorization section to an existing form template in this guide.

Request a credit card authorization via form

Sending a Credit Card Authorization Form:

Click "Create" > "Form"

Select "Credit Card Authorization"

Click "Next: Review Email"

Comments

Sending a Credit Card Authorization Form:

Click "Create" > "Form"

Select "Credit Card Authorization"

Click "Next: Review Email"

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