How to add a Credit Card Intake Form?

Purpose:
To provide users a guide on how to add a credit card intake form

HelloNote includes a preloaded Credit Card Intake Form for practices using the system's integrated credit card services.

If you have an existing Credit Card Authorization Form, you can send it to us, and we'll upload it to your system. Alternatively, we can create it as a Dynamic Form based on your requirements.

Here's how you can create your own Dynamic Forms

• How can I create my own Consent/Intake forms in Hellonote?