Requesting Credit Card Information at Intake

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If you have a Stripe account linked to your SimplePractice account, you can request credit card information from your client during the intake process and by default, the Credit Card Information form is selected in your settings. This means that it will be included in the intake that you send to a client. You'll have the option to deselect that form before sending the client intake.

If you do not want the Credit Card Information form to be part of the default intake request, you can change that in your account settings. 

1. Go to My Account then click on Settings.

2. Click on Client Portal then click on the Shared Documents and Files tab. 

3. In the Documents and Files section, you will see the Credit Card Information form with the box selected to include the form in the intake. Deselect this checkbox so the form is not sent by default.

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