Turning on Payment preauthorization will automatically place a hold on any new jobs being creating inside of Maidily or any new jobs that come in through the our online booking form.

• The hold on the customer's card for the total amount will last for 7 days
• After 7 days the hold will expire
• You will have the option to place the hold again after expiration

How to turn on payment preauthorization:

• Turn on Payment preauthorization from Settings -> General - Booking and Pricing section

Pre-authorization payment details text on the booking form:

• Turning on payment preauthorization will show this text on the booking forms

• If a hold fails to be placed on the customer's card at checkout a preauthorize payment failure message will appear - the booking will not be submitted

Pre-authorization payment details text on the quote accept/reject form:

• Turning on payment preauthorization will show this text on quote accept/reject form

• If a hold fails to be placed on the customer's card while accepting a Quote a preauthorize payment failure message will appear - the quote will not be accepted

Payment preauthorization appearing in the job details section:

• When payment preauthorization is activated you will see a new section on your job details page called 'Preauthorize payment'

• Payment preauthorization does NOT apply to future jobs for recurring subscriptions and must be triggered manually

Considerations:

• 'Preauthorize payment' status will automatically be set to 'Active' for bookings made through our booking iframe or newly created (manual) jobs in Maidily
• Once the job is charged the status will change to 'Released' and funds will be released to you
• Changing the job total OR switching cards will reset the 'Preauthorize payment' button
• When creating a job - if the automatic hold fails you will see a message appear and you will not be able to create the job using the selected card for payment
• Payment preauthorization applies to customers paying an invoice online
• A Quote will not be accepted if the payment preauthorization fails

Relevant articles:

• Changing the checkout page payment details text
• Integrating with Stripe
• Integrating with Square
• How to manually charge a customer

Have questions? We have answers! help@maidily.com