What Is the Credit Card Authorization Tool?

The Credit Card Authorization tool in TravelPro Suite™ allows you to securely collect authorization from your clients to charge their credit cards for travel-related services. This is not an automatic charge — it's a signed permission from the client, and you manually process the payment afterward using your payment processor (e.g., Stripe or NMI).

Where to Find It

• Log into your TravelPro Suite™ account

• Scroll down the left-hand menu

• Click “Credit Card Authorization”

If you don’t see this in your account, request a V2 upgrade here or contact us at [email protected] to activate the feature manually.

How It Works

Here’s a step-by-step walkthrough of how to use the tool:

1. Copy Your Personal Authorization Link

• Click on Credit Card Authorization in the left menu

• Click the copy icon next to your personal authorization link

2. Add the Link to Your Trigger Links (Optional)

To easily send the link in emails:

• Go to Marketing > Trigger Links

• Find or create a trigger link called OTBCC link

• Paste your copied link into the value field

• Save

This allows you to insert the link into any email or automation using the {triggerlink.OTBCC link} merge tag.

3. Send the Link to a Client

To request a card authorization:

• Go to Contacts

• Open the client record

• Click Send Email

• Use the trigger link or paste the full authorization URL. Note in order to use this feature properly, the contact must be in your TPS account and email sent from the system.

• Clients will fill out their information and submit authorization

4. Client Experience

• Your client will see a branded form with your logo

• Their name and email will auto-fill

• They will:

  • Enter the amount

  • Add their billing address

  • Enter credit card details

  • Agree to terms of service (link pulled from your account settings)

Once submitted, the system will confirm receipt and show a thank you message.

5. View and Use the Submitted Authorization

• Go back to Credit Card Authorization from the menu

• You'll see a record of all submitted authorizations

• Click View Details to:

  • See card number (masked), name, and address

  • Process payment manually through Stripe or NMI

  • Copy details for invoicing purposes

Important Notes

• Only Admins can access the tool and view authorization submissions

• This feature is manual — it does not automatically charge the card

• Be sure to send a manual invoice or receipt after you process the payment

• Terms of service shown on the form are pulled from your Custom Values — update this if needed

Best Practice

Use this tool when:

• You’re collecting a deposit before issuing invoices

• You need to process a card without immediate automation

• You want to ensure written authorization before charging

Avoid using this as a replacement for invoices or payment plans that need automation — this is for one-off or secured authorization only.

Need Help?

If you're unsure whether this feature is right for your setup or need it activated in your account, email [email protected] or submit a support request through the chat inside your account.