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"Card needed" when booking a job

Updated For owners and office

The booking window shows Card needed when your payment rules say this client must save a card before the job is booked. The message names the rule, for example "your rule: jobs over $500 need a saved card".

Card needed
Card needed

Choose one

  1. Send card link: the client gets a secure Stripe link to save a card or bank account. Once they do, book the job.
  2. Book without a card (owner and administrator): type a reason (for example "regular client, pays on invoice"). It's saved on the client file. Tick Don't ask again for this client if it always applies.
  3. Change the rule (owner only): Settings → Connections → Payment rules → Require a saved card or bank account. Choose Never, Only for jobs over $…, Only for a new client's first job over $… or Always, then Save payment rules.

"Prepayment needed"

This is a separate rule: a deposit or prepayment for jobs over a set value (Payment rules → 02 Deposits and prepayments). Check the dollar amount; a threshold such as $4 catches almost every job.

Still stuck?

If an administrator can't open Payment rules, only the workspace owner can change them. See "That page isn't available for your role".