Step 1: How to Create a Card Capture Form in GHL

Create a $0 card authorization product in GHL, build a card capture form connected to that product, and share the form link with customers so they can securely place a card on file.

If you have a marketing company that uses GHL then you can request if they can build this for you.

Step 1. Connect Stripe to GHL

• In GHL, go to Payments
• Verify Stripe is connected
• Complete the connection if it has not already been set up

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Step 2. Create a Card Authorization Product

• Go to Payments → Products
• Create a product called Card on File Authorization
• Set the price to $0
• Add your card-on-file authorization language and terms
• Save the product

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Step 3. Build the Card Capture Form

• Go to Sites → Forms
• Create a new form
• Add:
  • First Name
  • Last Name
  • Email
  • Phone Number
  • Required authorization checkbox
• Add the Card on File Authorization product to the form
• Make sure the form is set to Live Mode

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Step 4. Configure the Customer Experience

• Add your logo and company branding
• Create a thank-you message or redirect page
• Keep the authorization language visible and easy to understand
• Save the form

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Step 5. Share the Form

• Click Integrate → Share
• Copy the form link
• Send it by text, email, or include it in your TCS quote emails
• Once submitted, the customer's card will be saved in Stripe and can be linked to TCS

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Notes

• The product must be set to $0 so customers are not charged.
• Always test the form before sending it to customers.
• Save the form link as a GHL snippet for quick texting.
• Make sure the form is in Live Mode, not Test Mode.

• After submission, connect the Stripe Customer ID and Payment Method ID to the customer in TCS.

  CONTINUE TO STEP 2 ---------> Add Card Capture Form to TCS Quotes