Please be advised that we are aware that our Online Booking service may be experiencing issues. This is under investigation and will be resolved shortly

On Wednesday July 24th our offices will be closed from 10AM to 5PM EST for a team building event. Our normal business hours will resume at 5pm Wednesday. Thank you for your understanding.

System Maintenance is scheduled Sunday night, April 22nd, between 10:00 PM and 5:00 AM EST Monday, April 23rd. While these database upgrades and maintenance is necessary, it will mean that our online services will not be available during this maintenance window. These services include: online booking, messaging, remote access, memberships or any account management. We apologize for any inconvenience this work may cause and thank you for your service and patience.

We recently experienced a service outage related to some Amazon Web Services, which affected key functionality of our Remote Access Service. This interruption happened on Thursday, June 22nd, between the hours of 9:00pm and 2:00am EST. The Remote Access Service is now fully restored. If you continue to experience issues with your Remote Access Service, please follow the directions on this Support Article to restart the Remote Access Service and try reconnecting again. You can also restart your computer to restart your service. If you are still experiencing issues afterwards please contact our support team at 1 (800) 604-2040.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

How to Require Credit Card Information with Online Booking Requests

In order to require credit card information be entered when creating online booking appointment requests, you will first need to be sign up with CardConnect for credit card processing, which you can find out more information on here. You will also need to enable Client Online Account Access, which you can find out more about here.
  1. Go to your online booking website and select Manage Site at the bottom of the page.
  2. Sign in with your email and password.
  3. Select Booking Preferences.
  4. Scroll down to the Client Settings Section.
  5. For the Require Credit Card When Booking an Appointment option, change the slider from No to Yes. 
  6. If desired, check the box for Include service prices when booking an appointment. 
  7. You can adjust the Online Booking Policy. This will display on the website when the customer is entering their credit card information.
  8. Press Save Changes at the top of the Client Settings section. 
You are now setup to have your customers be required to enter their credit card information when making online booking requests. This credit card information will be stored with CardConnect, but you will be able to charge the card when checking a customer out through your software.

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