Step 2: Add Card Capture Form to TCS Quotes

Add your GHL card capture form link to your quote email so customers can securely place a card on file before scheduling.

Step 1. Copy the card capture form link

• In GHL, go to Sites
• Open your Card Authorization Form
• Click Share or Integrate
• Copy the form URL

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Step 2. Add the link to your service type email

• In TCS, go to Company Settings → Service Types
• Open the service type (Deep Clean, Initial Clean, etc.)
• Open the Notifications tab
• Add text such as:
  • "To confirm your spot, please place a card on file using our secure card capture form."
• Highlight the text and insert the GHL form link

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Step 3. Save and test

• Save the notification template
• Send yourself a test quote
• Verify the link opens the card capture form correctly

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Notes

• The card capture form collects a card without charging the customer.
• Customers can submit payment information before scheduling.
• GHL will notify you when a card has been successfully added.

CONTINUE TO STEP 3 ---------> Add a Card to TCS Through GHL Capture Form