How do I send booked appointments a form to add card on file?

[Johannadz]

why doesnt square offer the option to send all booked appointments a form to accept their appointment and add card in file in order to charge clients who cancel late or no call no show! you are not protecting your clients! Every other booking system has this feature why does square not have this????

[MayaP]

Hi @Johannadz, I hear you and I’m happy to help clear up some of these concerns.

Square does offer a cancellation and no-show payment policy that you can set up. Are you currently booking appointments from the app? When you create an appointment, you can also request a card on file, which helps enforce your policy. If this isn’t quite what you’re looking for, then it may fall under a feature request.

If you have any other questions or need help getting this set up, just let me know.

[tomven · Accepted solution]

Hi @Johannadz

Further to @MayaPs advice on how Square's cancellation options work, I noticed you also mentioned wanting a form to send to customers when they book.

You can send forms using Square Contracts (Dashboard > Customers > Contracts).

While you can’t use Contracts to securely store card details (Square requires cards to be added via its own system for PCI compliance), this could be a great workaround to:

• Clearly communicate your cancellation policy and have customers acknowledge it with say an 'I agree' type tick box
• Capture any additional details you need before the appointment

Many sellers use Contracts for pre-appointment intake forms, consent agreements, and other custom needs, so it’s quite flexible.

Here’s the help guide for Contracts:
https://squareup.com/help/au/en/article/6822-square-contracts

But like @MayaP said, if this doesn't fit your needs, definitely log it as a feature request in the Feedback Hub if it doesn't exist already!

[MayaP]

Thanks for chiming in here and providing some great advice. This is such great advice!! @tomven 😊