The Credit Card Element

Use to upload the client's credit card information.

Updated over a week ago

The Credit Card Element allows your clients to save their credit card information to file via online documents for your future use.

Kalix integrates with Square and Stripe to process credit card payments. To use the credit card element, you must set up a Stripe or Square account.

Adding the Credit Card Element to Document Templates

You can request clients to provide their credit card information before their appointment or at any time via online documents. To achieve this, the credit card element is used.

Several online document templates with the credit card element already inserted are available as part of the template library.

If you would like to add the credit card element to your own document templates, please follow the steps below:


  1. Open the document template you would like to add the credit card element to, or create your own template from scratch via Kalix's template builder.

  2. Select the credit card element from the left column "Add New Elements."

  3. Drag the element and drop the element into the location where you desire it to be.

  4. You have the option of adding a free text box above the credit card element if you wish to type instructions. Use the example below.

  5. If you want to make the credit card details required in order to submit the form, use Advanced Option - Required.

  6. When you are happy with the document, click Save.

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