Integration
CardPointe deposit forms for services, events, and bookings
Accept deposits through your CardPointe merchant account on a Maxforms form. Keep the payment and the customer’s answers in the same workflow.
Define what the deposit secures
Use Fixed when every booking needs the same upfront amount. Use Multiple for named deposit options with different prices.
Explain the service date, cancellation terms, and remaining balance before the customer pays. A one-time deposit does not automatically collect a later balance.
Suggested fields for this workflow
| Information | Field or setting | Purpose |
|---|---|---|
| Customer and booking | Name, Email, and Text | Identify what the deposit secures |
| Deposit option | Payment: Fixed or Multiple | Charge only the upfront amount |
| Service date | Date | Record the requested date |
| Terms acceptance | Checkbox or Signature | Record acknowledgement of the deposit terms |
Set up CardPointe deposits
- 01
Connect the gateway account
Open Integrations, select Connect on CardPointe, and enter your gateway credentials. Maxforms verifies the account before connecting.
- 02
Choose the Payment account
Add a Payment field to the form and select the intended CardPointe account.
- 03
Set the amount and collect context
Choose Fixed or Multiple under How much to charge. Name the service or booking that the deposit secures. Explain the remaining balance and how the customer will pay it.
- 04
Publish and test
Test each deposit option. Confirm the receipt or confirmation describes the upfront payment, and does not imply the remaining balance was charged.
Keep payment details in the Payment field
Use the Payment field for card entry. Do not ask respondents to type card numbers or security codes into ordinary text fields.
CardPointe processes the transaction on your merchant account. Maxforms does not hold the funds. Review your own merchant agreement for settlement terms and processing costs.
Review the response and payment together
Use notifications, Google Sheets, Zapier, or webhooks for additional follow-up. These tools are optional; they are not required to connect CardPointe.
Questions
Frequently asked questions
01Does a CardPointe deposit automatically charge the balance later?
No. A one-time deposit charges the configured upfront amount. Arrange the remaining balance through a separate payment or your billing workflow.
02Can different services have different deposits?
Yes. Use Multiple on the Payment field to define named options and their amounts. Test each option before sharing the form.
03Do I need Zapier to collect a CardPointe payment?
No. Connect CardPointe directly in Maxforms, then choose the account on the Payment field. Other integrations are optional follow-up tools.
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