When filling out initial paperwork, please require clients to have a credit card on file in order to collect payments the day of the service.

This is now live, with one caveat worth naming 🎉 You can send the Automatic payment authorization form during intake, when you create a client or book a session. Clients save their card in the form, and Upheal charges it automatically after each session. The caveat: the form asks clients to confirm that enrolling is voluntary, so it works as an opt-in, not a hard requirement.