Important Limitations and Behavior
Card Authorization is off by default and must be enabled per product.
This feature works only with subscriptions and payment plans.
One-time payments are not supported.
Authorized funds may take up to 5 business days to be released back to the customer’s bank.
If the plan includes trial days, the trial begins immediately after authorization.
If authorization fails, the customer is not granted access until payment succeeds.
Step 1: Open the Products Menu for the Order Form Page
Go to Sites and open the website containing your order form.
Select the Pages tab.
Locate the page with the order form.
Click the three-dot menu on the page card.
Select Products.
This opens the product list connected to that order form page.
Step 2: Add or Select a Product on the Order Form
If no products are listed, you must add one before continuing.
Click Add Product.
Select an existing product or create a new one.
Once the product appears in the list, proceed to edit its settings.
Step 3: Enable Custom Authorization on the Product
Click the Edit icon on the product.
Scroll to Additional Options.
Enable Custom Authorization.
Enter the authorization amount.
The amount entered is temporarily authorized on the customer’s card and later released.
Step 4: Save the Product Settings
Click Save to apply the Card Authorization settings.
The order form will now attempt a card authorization before granting access.
Common Issues and Fixes
Custom Authorization option not visible
Confirm the product is a subscription or payment plan.
Customer charged but access not granted
Authorization failed due to insufficient funds.
Funds not returned immediately
Banks can take up to 5 business days to release authorization holds.
FAQ
Can Card Authorization be used for one-time payments?
No. Card Authorization works only with subscriptions and payment plans.
How long does it take for the authorized amount to be released?
Funds may take up to 5 business days to be returned to the customer’s bank.
What happens if the customer doesn’t have enough funds?
Access is blocked until the payment is successful.
Do trial days start after authorization?
Yes. Trial days begin immediately once the card is authorized.
Can I customize the authorization amount?
Yes. Set the amount in Custom Authorization within the product settings.
Why don’t I see any products in the Products menu?
You must add a product to the order form page before enabling Card Authorization.
Can I enable Card Authorization for multiple products on the same order form?
Yes. Each product can have its own Card Authorization settings.