- Kaylee MadridAsked on April 16, 2018 at 04:16 PM
My business is a financial coaching business.
I'm looking to have a workflow with forms that roughly follows: client pays -> is directed to the form for financial snapshot questionnaire -> then directed to scheduler (Square).
Is that something JotForm can support and if so, which demos/templates can you provide as examples for my understanding?
Do they pay through JotForm or through Square? Are there ways to do either way?
- JotForm SupportjonathanAnswered on April 16, 2018 at 07:50 PM
Thank you for contacting us. I also recommend creating an account.
You can use this link https://www.jotform.com/signup to signup using your email account.
As to your inquiry, Square payment integration is available to JotForm.
User guide: How to Integrate Form with Square
Your form users will pay through Square not JotForm since you will be using payment gateway(Square)
I hope this help. Let us know if you need further assistance.
- Kaylee MadridAnswered on April 18, 2018 at 11:48 AM
Could you speak more to the process flow? Someone pays -> they receive access to fill out forms. The next part could be optional: they are then directed to a scheduler for booking the appointment.
- Kaylee MadridAnswered on April 18, 2018 at 12:43 PMCould you speak more to the process flow? Someone pays -> they receive
access to fill out forms. The next part could be optional: they are then
directed to a scheduler for booking the appointment.
- JotForm SupportKevin_GAnswered on April 18, 2018 at 02:06 PM
We use the Square's API to process the payments, when you add the integration to your form the credit card fields as well as products will be added to the form, they are embedded in there and the payment occurs at the same time of the submission, actually it's not possible to first submit the form and then pay unless that you use two different forms for that.
You may find more about it (as well as some demo forms) on the following link: https://www.jotform.com/blog/246-Process-Square-Payments-Online-with-JotForm
I hope this helps.