If you record client calls and take card numbers over the phone, you’re leaving yourself open to risk… because if your CRM is ever compromised, someone could listen to those calls and have full access to your clients’ card information.

This system eliminates that problem. It gives you a secure, professional way to:

Collect a client’s payment information (including a backup card if needed) without it ever being spoken over the phone or stored in a recording.
Allow clients to easily update their payment details at any time in the future without you having to chase them down or manually enter anything.
Trigger the update process automatically just by adding a tag to their contact — perfect for when a card declines or a client requests a change.
Keep your payment process flowing without disruptions, even if a client changes banks or loses their card.

It’s designed to work inside Go High Level, and it plugs directly into your existing automations or can be run manually if you prefer.

When you purchase, you’ll receive:

✅ A system that will be imported into your account with Funnels, Forms + Automations.

✅ A step-by-step PDF guide showing you exactly how to operate and maintain it going forward

Setup Requirement: Please provide your account login information for GHL so we can complete the setup.

Turn around time is 2 business days.