This feature is powered by Stripe’s secure, PCI-compliant checkout flow.

You can now send your customer a secure link that lets them:

• Add a new credit or debit card
• Replace an old or expired card
• Update their payment method before their next cleaning

Customers enter their card information directly through their secure link, and it updates automatically inside Allison.

Before using this feature:

• Your business must have Stripe connected in Settings.
• The customer must exist in your Allison account.

Once Stripe is connected, links will automatically appear in a few places.

Allison automatically includes a secure payment method link in two email types:

When you send a quote, the customer will see a line that says:
​Payment: Securely add or update your payment method for this and future cleanings.

Note: This will only show up if you have Stripe connected. Otherwise, this section will not be shown.

Every confirmation email includes the same secure link, making it easy for customers to update their card before the cleaning.

This means you don’t need to manually ask for card info or chase down expired cards. Customers can handle it in one click.

Note: This will only show up if you have Stripe connected. Otherwise, this section will not be shown.

Sometimes you may want to text or email the link directly. You can do that from the customer’s profile.

You can now paste that link into an email, text message, or chat.

When your customer opens the link, they’ll land on a secure page where they can enter or update their card details. Once submitted, the new payment method appears instantly inside Allison.

Yes. All card information is entered directly into Stripe’s secure checkout environment. Allison never stores card numbers.

Customers can only add or replace cards. If a customer request for their card information to be removed, you must do that through your Stripe account.

Yes. Once a card is updated, you can charge any outstanding invoices normally.

This feature reduces friction during scheduling, removes awkward payment conversations, and helps ensure you always have a valid payment method before a job starts.