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*Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. Use the context help (?Icons) and the help page (click on HELP in the top right menu) for general instructions.
Credit card collection rules can be set for automatically confirmed or request only booking status.
Set your general booking rule in {{{#fas:cog}} (SETTINGS) PROPERTIES > BOOKING RULES or if you want to collect credit card details only for certain rates Fixed Prices you can adjust the "Booking Type" in '''RATES''' the Fixed Price to "Request CC" or "Collect CC".
[[File:credit_card1.png]]
*activate credit card collection in {{#fas:cog}} (SETTINGS) PAYMENTS > PAYMENT GATEWAYS > CREDIT CARD
*set which credit cards you accept {{#fas:cog}} (SETTINGS) PAYMENTS > CREDIT CARD COLLECTION
*Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS and create an Auto Action. A template is for a "Payment Request" is available which you can customize for this purpose or start from scatch. Use the context help (?Icons) in the Auto Action and on the help page (click on HELP in the top right menu) for further instructions.
Template variables are used to link to the form.
'''If credit card details are not collected check booking rules are correct:'''
{{{#fas:cog}} (SETTINGS) PROPERTIES >BOOKING RULES "Booking Type" = Request CC or Collect CC
{{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS "Booking Type"= Default or Request CC or Collect CC Setting for "Booking Type" set in the "Summary" tab of your rates Fixed Price s = Default or Request CC or Collect CC
'''Credit card collection is not visible on the booking page :'''
{{{#fas:cog}} (SETTINGS) PROPERTIES >BOOKING RULES "Booking Type" "Booking Type" = Request CC or Collect CC
{{{#fas:cog}} (SETTINGS) PROPERTIES > ROOMS > OFFERS "Booking Type"= Default or Request CC or Collect CC Setting for "Booking Type" set in the "Summary" tab of your rates Fixed Prices = Default or Request CC or Collect CC
'''Credit cards are not visible in the booking :'''
{{{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES "Bookings" and set Credit Card Security = 'Email CCV'
