Before you can begin using the Credit Card Portal to collect cards for reservations, you will need to create an email and/or text message template to send to those relevant reservations.
To create a new email template for CC Portal:
Navigate to Settings --> Email Templates
Create a new email template using type "Reservation" and name it (we recommend naming it "Credit Card Portal")
Ensure that the content of the email contains the personalized variable ${reservation.credit_card_portal_url}
Below is a sample template you can use for inspiration
To create a new message template for CC Portal (if you are using ThinkMessenger):
Navigate to Settings --> Message Templates
Create a new message template using type "Reservation" and name it (we recommend naming it "Credit Card Portal")
Ensure that the content of the message contains the personalized variable ${reservation.credit_card_portal_url}
Below is a sample template you can use for inspiration
Once your templates are created:
Open any reservation where you do not already have a credit card on file.
To send an email requesting a new credit card:
Click Email in top right
Choose the Credit Card Portal template you create in the email template dropdown
Confirm the content and edit if needed, then click Send at the bottom right of the modal
To send a text message requesting a new credit card:
Click the + icon to the right of the customer's phone number
Click the Template icon at the bottom to choose the template
Select the Credit Card Portal template from the dropdown
Select the reservation for which you are sending the text
Click Send on the message
The guest will now receive your message and can click on the link to update their card. The link will take them to a page like the one shown below
