Getting Started Guide - Getting Started Guide: Credit Card Authorizations

Collect credit card authorizations and e-signatures with confidence. Securely stored and ready when you need them. In this video, you’ll get an overview of how credit card authorizations work in Travefy, how to enable them in your account, and how to create, send, and collect responses from your clients. Everything stays organized and PCI-compliant, so you can focus on delivering a seamless client experience. To start a free 10-day trial of Travefy go to https://info.travefy.com/getstarted 00:00 Intro and Compliance 00:15 Enable Two Factor 00:38 Create Form Template 01:05 Configure Payment Fields 01:18 Set Authorization Defaults 01:57 Finalize and Signature 02:16 Share Link or Email 02:58 Send Via Trip 03:51 Track and Export Responses 04:14 View Details and Delete 04:50 Wrap Up and Support Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.