You can repurpose a ZenMaid booking form to securely collect credit card details from existing customers. This guide walks you through creating a clean, authorization-only form (not an actual booking request).

The email address entered must match exactly what’s already on file in ZenMaid. Using only the phone number or name field won’t work.

If the client enters a different email address, ZenMaid creates a separate customer profile and the card is linked to that new profile instead of the existing one. ZenMaid does not have a one-click tool to merge two customer profiles.

To fix it, keep the profile that holds the card, copy any missing details over from the other profile, and delete the one you no longer need.

If you prefer to keep the original profile, send that customer an invoice so a successful payment captures the card on it.

The card is not linked to the customer profile when the form is submitted. It is linked after you convert the pending booking. See Converting the Pending Booking After Submission.

This Form Should Not Be Used for Actual Bookings:
You’ll disable pricing, confirmations, and appointment creation so the form acts only as a secure credit card authorization page.

Keep Only Essential Fields:
Your form should include:

To be able to collect credit cards on your account, you need to connect a credit card processor.

Here's the article to learn how to do that:

Hover your cursor over the Bookings icon and click on "Booking Forms".

Select New Booking Form from the upper-right area of the page, beside the All Booking Forms title

Edit the title and subtitle using the pencil icons.

Title: Credit Card Authorization

Subtitle/Disclaimer:
​“This authorizes us to charge the card for agreed services. Your information will be securely stored for future transactions.”

Scroll through the form and drag any non-essential items into the right panel using the drag handle:

Then drag Payment Info from the right panel onto the form.

Lastly, change the Form Button Caption to something like Submit Now (instead of “Book Now”).

Go to the Pricing tab and then uncheck Display price estimate next to the form.

Go to the Settings tab.

Customize your form URL — use dashes instead of spaces. For example: https://app.zenmaid.com/book/my-maid-service

Under Appointment Creation, choose: I want to manually confirm every appointment before they are placed on the calendar. This prevents authorization submissions from creating actual appointments.

Go to the Booking Confirmation tab:

Uncheck both:

Update headings/text to remove the word “Booking.”
​

Heading: Successfully Sent!

Text: We will contact you to confirm your details.

Click Save Changes when finished.

This is the most common cause. The card is not linked yet.

Go to Bookings and click Bookings to open the All Bookings page.

Open the Pending tab and select the submission from your authorization form.

Confirm the email address matches the existing customer.

Click the convert button shown on the booking. The option you see depends on what the client selected: Convert to Appointment, Convert to Subscription, or Convert to Lead.

Open the customer profile and confirm the card now appears in the payment section.

The card information did not transfer to your payment processor successfully.

A failed card transfer can happen for various reasons. ZenMaid will still create the booking rather than canceling the process because the card could not be saved.

Ask the customer to resubmit the authorization form. Keep in mind that if the issue is with the card itself, the problem will likely occur again.

To avoid multiple submission attempts, consider sending the customer an invoice instead. A successful payment through an invoice will also capture their card information and link it to their profile.

The email entered did not match the one on file, so a separate profile was created.

Keep the profile that holds the card, copy any missing details over from the other profile, and delete the one you no longer need.

To keep the original profile instead, send it an invoice so a successful payment captures the card there.