Card on File / Autocharge

Goal: As a business, I want to securely collect and store client card details during intake or booking so I can charge clients on my own schedule or automatically, without chasing payments or re-requesting cards every time.

Scope:

  • Card collection during intake and booking

    • Option to require or request a card on the intake form, online booking flow, or both

    • Cards stored securely via Stripe (no raw card data touches Scritches)

    • Clients can add, update, or remove cards from the client portal

  • Manual charging from a saved card

    • Charge a saved card directly from an invoice or booking with one click

    • Option to charge the full invoice, a custom amount, or a partial amount

  • Autocharge rules

    • Auto-charge when an invoice comes due, auto-charge a deposit at time of booking, etc.

    • Per-client overrides so some clients run on autocharge while others stay on manual

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Upvoters
Status

Planned

Board
πŸ’‘

Feature Request

Date

2 months ago

Author

Lucas Stefanski

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