Emailing Credit Card Authorization Forms

Emailing Credit Card Authorization Forms

1. Click "Clients" on the Sidebar Menu. 



2. A list of all of your clients will appear. Go to the left column and click the three pink dots that will appear on the client row. Click the "Email CC Auth Form" button. 

PLEASE NOTE: You can only send Credit Card Authorization forms if you've added a valid email address to the Client Profile. 




3. A pop-up will appear asking you to confirm you'd like to send the Credit Card Authorization to the selected client. Click the pink "Yes" button to confirm. 



4. Once your client has completed the Credit Card Authorization form, you will receive a notification in Suitcase letting you know when it's complete and the payment information has been added to the client profile.


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