How to Collect and Store Client Credit Cards

Modified on Fri, 6 Sep at 9:06 AM

Welcome! Today, we'll quickly show you how to Collect and Store Client Credit Cards in the Oasis Travel Platform.


Note: Special permissions are required to access the credit cards module in Oasis. Please reach out for assistance if you need to store client credit cards.



1.  To Save a Credit Card for a Client, navigate to the desired client and click on the Credit Cards tab. From there, you can easily add the payment method by clicking the 'Add Card' button.



Client Credit Card


2.  Fill out the card details and click Add to append the list of saved credit cards.



Add Credit Card


3.  Once saved, the card will be stored in the list along with the name, billing address, last four digits of the card number, expiration month, and expiration year.



Credit Card Stored


4.  By clicking on the blue View button, a popup will show the complete credit card number, expiration date, and security code. All Credit Card information is securely stored by a third-party service with full encryption measures in place.


All Credit Card information is securely stored with full encryption measures in place.



Credit Card View


5.  Delete any credit cards by clicking the yellow Delete Button.



Delete Credit Card


6.  To securely obtain your clients' credit card information, navigate to Clients on the left-hand menu, then select Credit Cards and choose Live Form.



Live Form


7.  In the new window, you can save and share the Forms URL with any client from whom you wish to obtain credit card information. Clients can then fill out the form and submit it.





8.  Credit Card Form Submissions can be found under the Clients' credit card submissions tab on the left. From here, you can link it to the client, or if needed, simply delete the submission.



Credit Card Submissions


9.  To link the submission to an existing client, search for the client's name and click Save, This will add the credit card details to the client.



Link to Client


10.  To add or edit other information you have on the form such as pre-content or T&C's, navigate to Company Profile, then click on the Custom Content tab, and finally the Credit Card Form tab. Here, you'll find the custom content section for the credit card form, including the Terms and Conditions, which you can customize as needed.



Custom Content



And that's how to Collect and Store Client Credit Cards on the Oasis Travel Platform! We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at support@myoasisapp.com. We love hearing from you and are always here to help.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article