Allison lets you send customers a secure link to add or update their payment method — no phone calls, no handling card details yourself. Links are powered by Stripe's PCI-compliant checkout and expire in 7 days.
What this does
Customers who receive the link can:
Add a new credit or debit card
Replace an old or expired card
Complete card verification if required
Once they submit, the card updates instantly in Allison — and any job risk flag clears automatically.
Where payment links appear automatically
If Stripe is connected, Allison includes a payment method link in two emails automatically — no action required from you.
Quote emails
When you send a quote, the customer sees: Payment: Securely add or update your payment method for this and future cleanings.
Appointment confirmation emails
Every confirmation email includes the same link, so customers can update their card before the cleaning — without you having to ask.
Note: Both of these only appear if Stripe is connected in Settings.
How to send a link manually
You can send the link yourself from two places: the Jobs At Risk warning on a job row, or the Customer Profile page.
Before you start
This works best when Payment Protection is enabled in Settings. Specifically, turn on Flag jobs with no card on file — this surfaces the JAR warning that gives you quick access to the send link flow.
Go to Settings
Select Payments
Scroll to Payment Protection
Make sure Flag jobs with no card on file is checked
Once that's on, jobs with no card on file appear in the Jobs At Risk section on your Now screen.
Step by step
Step 1. Find the job flagged as No card on file on your Now screen or in the Job Details view.
Step 2. Tap the orange No card on file badge. A menu appears with three options:
Add Card — enter the card directly in Allison
Send Customer Link — let the customer add it themselves
Dismiss Risk — remove the flag without resolving it
Step 3. Select Send Customer Link. A dialog opens with the customer's name and contact info.
Step 4. Choose how to send:
Option | What happens |
Sends a "Manage your payment method" email to the customer's email on file | |
SMS | Sends a text to the customer's phone number on file |
Link | Generates a secure link you can copy and share anywhere |
Step 5. Tap Send by Email, Send by SMS, or Copy Link.
What the customer receives
The customer gets an email or text with a Manage Payment Method button. The link is private and expires in 7 days. They enter or update their card directly — no phone call, no back and forth.
Once they complete it, the card is on file and any job risk flag clears automatically.
Tips
Email is selected by default. If you want SMS or a copied link, tap that option before hitting send.
The link expires in 7 days. If the customer doesn't act, send a new one.
You can add the card yourself. If you have the card info on hand, select Add Card from the same menu.
Dismiss Risk doesn't resolve the issue — it only removes the flag. Use it only when payment was confirmed through another channel.
FAQ
Is this secure?
Yes. Card information is entered directly into Stripe's secure checkout. Allison never stores card numbers.
Why is my customer being asked to verify their card?
Some cards require additional verification before they can be added. Stripe handles this automatically as part of the checkout flow.
Can customers remove their card?
No. Customers can only add or replace cards. If a customer wants their card removed, you'll need to do that through your Stripe account.
Does this work for unpaid invoices?
Yes. Once the card is updated, you can charge any outstanding invoices normally.
Questions? Reach us at [email protected]