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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on May 3, 2024

Authorize client's credit card

Allow me the option to place holds / authorizations on client credit cards so we can make sure the funds are there to cover the cost of services.
App Type TheraNest App
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  • Guest
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    Apr 25, 2024
    For the option to place holds / authorizations on cards. We are having an increase in credit card declines, particularly for new clients and are wondering if there is an option to assess if the client is giving a truly active card before the session is scheduled / takes place.
  • Guest
    Reply
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    Oct 9, 2020
    I have a new client who entered her credit card information initially upon sign-up to the client portal, as well as filled out all of the initial forms. She no-showed her first session. My policy is to charge clients the full amount of the session for a no-show. How come when I attempt to charge the client, it doesn't show that she has a card on file? It would be nice if the card that clients enter upon sign-up would actually be able to be charged, without having the therapist re-enter it. I think this is especially relevant given the need to do virtual sessions which are not face-to-face.
  • Guest
    Reply
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    Jan 22, 2020
    We would love the ability to preauthorize a credit card without actually charging it and incurring a fee. We require all clients to have a valid credit card on file and right now the only way we can validate is to charge it (and pay a processing fee).