Cancellation, No-Show and card on file contracts

[marlenydoeshair]

I have created a contract to protect my business from last minute cancellations, no-shows and to hold a card on file for these situations. I'd love the option of just sending this contract to new clients or clients I have these issues with. Has anyone figured out how to individually pick who to send it to? 

Right now it is set up to send a contract after every appointment is booked. I feel like thats really excessive, if they receive it during their first appointment and are made aware of the policy they shouldn't have to enter their credit card info every single appointment.

Any ideas on how to go about this?

[TheRealChipA]

Hi @marlenydoeshair.  Appointment contracts are an all-or-nothing proposition.  Either all customers get them, or no customers get them.  You can submit a feature request to the Appointments Team here, and they will evaluate it for possible inclusion in a future product roadmap.

In the short term, I have a few ideas.  First, you could use the option in Settings -> Payments & Cancellations that is at the top — “Require a card on file to book online.”  Once a customer has a card online, it would not ask them for it again.  Then, in the event of a no-show or late cancellation you could manually charge the card on file.

Secondly, you could use the last booking option “Hold Card for No-Show Protection.”  This is a Plus feature that would ask for a guarantee card in case of no-shows or last minute cancellations.  Again, if a card is on file already for the customer, it would just use that one.  Note that this is an Appointments Plus tier feature.

Regards,