Require a card and screen new clients for a travel visit service

Turn on card-on-file, a first-visit Intake, and a cutoff time for new clients' first booking — all from the travel visit service's edit screen.

Prerequisites

  • • Feature: Appointments must be enabled in Settings → Features.
  • • The appointment type must already be set to take place "At the client's preferred location" — see "Set up a travel visit service (home-visit safety)".

• Role: Owner or Manager

1

Open the service's edit screen

Go to Appointments → Appointment Types, find the travel visit service, and click Edit. Because the service is set to "At the client's preferred location", extra settings appear below the usual fields.

2

Require a card on file

Turn on "Card on file required". A booking for this service can't be completed until the client has a saved card. This does not charge anything — it only confirms a card is on file. The actual charge happens later, once the visit is under way (see "Charge a card after a completed appointment").

3

Prepend a first-visit Intake (optional)

Turn on "First-visit intake" and pick which Intake to use from the dropdown. Only services marked "This service is an intake" appear there — see "Create an Intake service for first-time travel visits" if you haven't made one yet. Once this is on, a new client's first booking for this service automatically includes that Intake right before it.

4

Block late first bookings for new clients (optional)

Set "No first booking after" to a cutoff time, e.g. 7:00 PM. A new client can no longer start a first appointment for this service at or after that time. See "New clients can't book a first travel visit after a set time" for exactly who this applies to.

5

Save

Click Save. The new rules apply to bookings made from now on; appointments already booked are unaffected.

Tips
  • • All three settings are independent — turn on any combination, or none.
  • • "Card on file required" only blocks booking when no card is saved yet. It doesn't re-verify a card the client already saved on an earlier booking with your studio.
  • • These settings only appear once a service is set to "At the client's preferred location" — they're hidden on in-studio services.
  • • Settings live per service, so a studio offering both in-studio and travel services can require a card only on the travel one.

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