Clients Skip Entering Credit Card Information

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Marshaun Glover- Billing Dept

• May 06, 2022 23:34

Is there a way to make it so that prospective clients can NOT skip entering their credit card information, as in they have to do it or they cannot complete their paperwork?

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  Sara

  • May 09, 2022 17:08

  Hi Marshaun,

  Currently it is not possible to make the credit card information a requirement when clients are filling out demographics information in their Client Portal. I recommend voting on this idea on our Ideas and Suggestions Board: https://feedback.simplepractice.com/

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