Requesting credit card information via the Client Portal

Follow

If you have a Stripe account linked to your SimplePractice account, you can request credit card information from your client during the intake process. 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.

requestCC-1.png

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.

 

requestCC-2.png

 

 

If you've already requested info before and you'd like to do so again...

 

Your client can add new credit card info as long as you request it again via the Client Portal. Go to the client's overview page and click Share New in the bottom right corner.

In the green email that pops up, scroll down on the right side and check the box for Credit Card Information.

requestCC-1.png

Then, click Send Message and your client will receive an email letting them know they can fill out their credit card info in the Client Portal.

 

Note: This credit card information form isn't mandatory. The client can skip over this if they so choose. If you require this information, you'll want to add a note to your email body letting them know this.

Have more questions? Submit a request

Comments