Set Up a Jot Form for Security Deposits

This blog post will walk you step-by-step through how to set up a jot form for security deposits. This will streamline the process of collecting and storing credit card information for security deposits.

Table of Contents

1. Set up your Jot Form Account
2. Create your Jot Form
3. Design Your Jot Form
4. Test your Jot Form

Set up your Jot Form Account

Set up your jot form account here.

Create your Jot Form

1. Select “create form”.
   

2. Select “start from scratch”.

3. Select “classic form”.

4. Select “add form element”.

5. Within form elements, make sure you are working under the first tab “basic”.

6. Under the “basic” tab within form elements, add in any details you’d like to collect from your clients. You only need to ask for the information that required to create a profile for them in stripe. This includes their full name & email.

7. Select “payments tab”.

8. Scroll through the payment gateways and click on stripe. You should see a new section added into your form including “Products” and “Credit Card Details”.

9. Once the section has been added a side panel should automatically open. If it doesn’t, select “Payment Settings”. This is the top circle button of 3 located right beside your form.

10. Once the side panel is open, connect your stripe account by selecting “connect”.

11. Select the stripe account you’d like to connect or create a new account.

12. Once your stripe account has successfully connected you will be redirected back to your form and in the side panel under “stripe integration” it will now say connected.

13. select “Live mode” and the “Currency”

14. Under payment type select “Sell Products”. This will be where you input more information about the hold you are placing on your clients credit card.

15. Under payment type, select “Additional Gateway Settings”. Toggle all of the settings under this tab to no. Under “create stripe customer record” select “for each submission”. This will save them as a new customer within your stripe dashboard.

16. Return back to the form & click “add a product”.

17. Select the gear wheel within the new product box. Make sure you are working under the “Basic” tab.

18. Fill in all of the information about your damage deposit including the name you’d like to give it, the price (or total amount of funds you will be collecting) and a description of your security deposit. Toggle “Auto Scale Images” to no. Save the changes.

19. Select the “options” tab.

20. Select the white & blue “Quantity” box. Select the gear button. You should see “Delete” pop up. Select delete to remove the quantity section from the form. You only want to place 1 hold per credit card.

Design Your Jot Form

1. You have now successfully created your form and can dive into the design aspect. Close the side panel and click on the paint brush icon. This will open the side panel so you can incorporate your logo, change the colours of your form, update fonts etc.

2. Select the publish tab and choose how you’d like to share the form with your customers. Copy the link to share in emails, embed the form into your website and more.

Test your Jot Form

You have now set up a jot form for security deposits! Test the form by entering and submitting your own information into the published form. Then log into stripe and (if it worked) you should be able to locate all of your information under the customer section within your stripe dashboard.

Related Articles

Security Deposits for your Photobooth Business
Using Jot Form in your Photobooth Business