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How to Use the Booking Form to Collect an Existing Customer's Credit Card

Learn how to collect the credit card of an existing customer using the booking form feature.

Jorge Sardinha avatar
Written by Jorge Sardinha
Updated over 2 weeks ago

Summary

  • 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).

Important Notes

  • Email Must Match Exactly: The customer must enter the same email address already on file in ZenMaid.

  • If they enter a different email, ZenMaid will create a duplicate profile, which you’ll need to manually merge.

  • 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:

    • Name

    • Email (labeled “Email That We Have On File”)

    • Payment Info
      Everything else should be removed.


Connecting a Credit Card Processor

  • 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:


Accessing the Booking Form

  • 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


Creating Your Credit Card Authorization Form

Update the Title & Disclaimer

  • Edit the title and subtitle using the pencil icons.

Examples

  • 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.”


Remove Unnecessary Fields

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

Remove

Address

Phone number

Any service or booking-related fields

Keep

Name

Email (rename to “Email That We Have On File”)

Payment Info

  • 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”).


Update Your Pricing Settings

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


Adjust URL & Appointment Settings

  • Go to the Settings tab.

  • 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.


Edit Confirmation Settings

  • Go to the Booking Confirmation tab:

  • Uncheck both:

    • Send a booking confirmation email to customer

    • Send a booking confirmation SMS to customer

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

Examples

  • Heading: Successfully Sent!

  • Text: We will contact you to confirm your details.

  • Click Save Changes when finished.


Keywords

  • Credit Card Authorization Form

  • Booking Form Card Auth

  • Card Auth Form

  • ZenMaid Card Form

  • Capture Card

  • Credit Card Capture ZenMaid

  • Duplicate Profiles

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