"Hold with a Credit Card" was designed for you to help reduce no-shows and essentially will request the client to enter in his/her credit card at the time of booking to "reserve" or "secure" the appointment. It will not charge the credit card automatically at the time of booking; rather it just requests the credit card information. Then, in the event of a no-show, you can charge the credit card on file for that client. 👌

The Hold with Credit Card feature is an awesome aspect of our Payment suite of tools, including Schedulicity Pay and our Payment Plugin, which utilizes our payment partners, Square or Stripe. Either option is great if you want to store or charge credit cards right within Schedulicity, with 2.85% + $0.25 per saved card with Schedulicity Pay and 2.9% + $0.30 with Square or Stripe.

If you're interested in turning on either Schedulicity Pay or our Payment Plugin, this article will get the ball rolling!

Once you're set up with our payment tools, you'll want to create your no-show policy so you can advertise what you would/could charge in the event of a no-show by following these steps in the Schedulicity dashboard:

  1. Click the three lines in the upper left and go to Settings.
  2. Open up the Policies tile.
  3. Select the “Payment Policies” tile and enter your no-show policy. This is where you'll let your clients know what percent or amount you will charge if they do not show up for their appointment. There is a pre-populated message there, but be sure to customize it to whatever you like!

That's the initial setup. ✔️ You are now ready to add the "Hold with a Credit Card" feature to those Services/Classes/Workshops that you would like.

Enable the "Hold with a Credit Card" feature

For Services

  1. Click the three lines in the upper left and choose Settings
  2. Open up the Services tile
  3. Open the service you'd like to add this protection to
  4. Click the "Edit" button in the upper right corner
  5. Within the service details, you'll see the option "Hold with a Credit Card.” Check that box.
  6. Save your changes!

For Classes

  1. Click the three lines in the upper left and choose Classes
  2. Select the gear icon in the upper right-hand corner of the screen above the mini-calendar
  3. Click on the class for which you'd like to require a credit card
  4. Select the "Edit" button in the upper right-hand corner of the screen
  5. Within the class details, you'll see the option "Hold with a Credit Card.” Check that box.
  6. Save your changes!

For Workshops

  1. Click the three lines in the upper left and choose Workshops
  2. Select the gear icon in the upper right-hand corner of the screen above the mini-calendar
  3. Click the "Add/Edit" button on the class for which you'd like to require a credit card
  4. Select the "Edit" button in the upper right-hand corner of the screen
  5. Within the class details, you'll see the option "Hold with a Credit Card.” Check that box.
  6. Save your changes!

Your clients will now need to enter their credit card information when booking that service online. It won't charge them at the time of booking, but you'll be able to charge that credit card if they don't show up if you wish! Just repeat this last set of steps for all other services for which you'd like this protection.

What's Next?

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