This process shows how you can modify a booking form into a tool to capture the credit cards of your existing customers in ZenMaid.
Click on All Booking Forms under Bookings
Click the New Booking Form Button at the top right to get started:
Step 1: Integrate ZenMaid and Stripe or Square.
Make sure you have your Square or Stripe set up in your ZenMaid account.
Step 2: Create a modified booking form.
Click on the ✏️ icon beside the default title Complete Your Booking! and subtitle field and change the form's title.
An example title could be Credit Card Authorization or Customer Information Form.
Disclaimers may say something like "This will authorize us to charge the credit card for agreed services. I understand that my information will be saved to file for future transactions on my account."
Scroll down through the booking form, drag & drop any items unrelated to capturing credit cards into the right panel using the four-way arrow icon on the upper right corner.
Address and phone number are not needed on the form. Only the name, email, and payment field.
To keep profiles merging, edit the email line to say "Email that we have on file". If a customer places a different email address than what is listed in ZenMaid, then a duplicate profile will be created. Duplicate profiles need to be manually merged.
After getting rid of unnecessary booking form items, add in the Payment info (located at the right panel) element by clicking on the four-way arrow icon beside it and dragging it across the form wherever you want it to be placed.
Change your Form Button Caption into something like Submit Now instead of the default Book Now.
After that, go to the Pricing tab and uncheck the box beside the Display price estimate next to the form?
Then, go to the Settings tab to customize your card authorization form's URL. Make sure that every word should be separated using a dash '-' instead of space.
Under the Appointment Creation field, set it to I want to manually confirm every appointment before they are placed on the calendar.
Go to the Booking Confirmation tab and uncheck the boxes beside Send a booking confirmation email to customer and Send a booking confirmation SMS to customers.
Adjust the Confirmation Heading & Confirmation Text to not use the words 'Booking'.
For example use "Successfully Sent!" or "We will contact you to confirm your details"
Make modifications according to your preferences. Double-check everything and hit the Save Changes button.
Step 3: Link your Card Authorization form to your customers to fill out.
Once you've saved the changes you made, you'll be redirected back to your All Booking Forms page.
Copy the URL under the Share box beside your newly created form. You can hyperlink this URL through email. You may also attach this link to your ZenMaid email templates such as your Work Order.
Notes:
When a client fills out the form, the name, email, phone number, and address must match their existing customer profile in ZenMaid or it will create a second profile. Second profiles will need to be manually merged then.
Keywords:
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