Add a payment method field to request forms & online booking forms

You can now collect a credit card on file when clients submit a request or book online through Client Hub. Simply add a payment method field to your request or booking forms to let clients securely save their card before work begins.

Collecting a card upfront helps reduce payment friction later. When the job is done, you’ll already have a payment method on file—so it’s easier to charge quickly and skip the follow-up.

You can also use this field to help qualify new requests by asking clients to add a card as part of their submission.
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To get started, visit here to open your Request and Bookings settings. Then Edit or Add a New Form to add the Payment Method field. This allows clients to securely save their card before work begins.

Note: This feature supports credit cards only (ACH isn’t available), and the field will only appear when forms are viewed in Client Hub.