Please note that due to the circumstances around COVID-19, we are seeing a significant increase in the number of help requests to our Customer Success group and we're working to respond as quickly as possible. We do strongly encourage you to take advantage of all the free resources we have available. Thank you for your patience and understanding. 


What does the credit card request form look like?

This is the view of the Credit Card Information form that your client will see when filling out their intake. You can send this form with the client intake if you've set up a Stripe Online Payments Stripe Online Payments account. 


Tip: If you'd like to see how clients make credit card payments in your Client Portal, download this guide. We recommend that you share it with your clients.

You can also view the Demographic Form and Credit Card Information Form in the video below:

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