For: Front office teams and Prommt account administrators.
🧠 What is a Standard Autocharge plan?
A Standard Autocharge plan captures a customer's card as part of an initial payment. You send the customer an Autocharge activation request — they pay the amount, tick the Autocharge consent box at checkout, and their card is stored securely. Prommt can then charge that card automatically in the future without sending a new payment request.
Looking to store a card without taking any upfront payment? That's a Zero Value Autocharge plan — see [How to create a Zero Value Autocharge plan].
✅ Before you start
Make sure you have the following to hand:
The customer's first name, last name, and email address
The customer's mobile number (optional — required if sending by SMS)
The payment amount for the initial charge
Any reference details — description, confirmation number, etc.
Note: Autocharge must be enabled on your account before you can create a plan. If you don't see Autocharge Plan in your navigation, contact your Prommt Customer Success Manager.
🪜 Steps
Step 1 — Navigate to Autocharge Plan
From your Prommt dashboard, click Send a Prommt in the left-hand navigation to expand the menu
Click Autocharge Plan
Step 2 — Enter the payment amount
You'll land on the Create Autocharge Plan page
Click into the amount field and enter the payment amount for the initial charge
Step 3 — Select a location
Click the location dropdown and select the relevant location for this request
Step 4 — Fill in the request details
Enter a Description (Shown to Customer) — this appears on the payment email and checkout page
Enter a Conf. Number (Shown to Customer) — your booking or confirmation reference
Step 5 — Select a channel
Under Channel, select Email, SMS, or both
If sending by SMS, a phone number field will appear — enter the customer's number including country code
Step 6 — Enter payer details
Under Payer Details, enter the customer's First Name, Last Name, Email, and Phone (if applicable)
Step 7 — Review optional settings
Scroll down to review the following optional sections before sending:
Checkout Page Expiry — how long the payment link stays active. Adjust the days, hours, and minutes to match your payment window
Attach Files or Links — expand to attach supporting documents or links to display on the email and at checkout
Reminders — toggle on to enable up to 3 automatic payment reminders if the customer hasn't paid
Schedule Request — toggle on to send the request at a future date and time rather than immediately
Step 8 — Compose and send
Click Compose Message
Select your Message Template and Email Design from the dropdowns, or leave on Default Template
Review the pre-populated Subject, Greeting, and Message — edit if needed
Click Review Request
Review the send summary — confirm the amount, channel, and customer details are correct
Click Send Request
✅ What the customer sees
The customer receives a branded payment email. They click Proceed to Secure Checkout and land on the payment page, which shows:
The payment amount, description, and confirmation number
An Autocharge consent checkbox — "Allow [your business] to make automatic charges to my card in future? Your card will be stored securely."
A Terms & Conditions checkbox
A "What's this?" link explaining what Autocharge means
The customer checks the Autocharge box, agrees to the T&Cs, and clicks Continue to Payment. They enter their billing address and card details, then click Pay Now.
✅ What success looks like
After the customer pays, go to View Plans → Autocharge Plans in your dashboard. The plan will appear as Active, showing:
Contact name
Plan status: Active
Card (last 4 digits)
Card expiry
Start date
From the ... menu next to the plan, you can Create Autocharge (to run a charge on the stored card), View Plan, or Cancel Plan.
⚠️ Things to know
The customer must tick the Autocharge consent checkbox. If they don't, their card is charged for the initial payment — but Autocharge won't activate. The plan won't appear under Autocharge Plans.
Make Autocharge Mandatory. If this is enabled in your account settings, the consent checkbox is pre-ticked and cannot be unchecked. See [Autocharge Plans: settings and configuration].
Multiple cards for the same customer require separate plans with different email addresses — see [How to run Autocharge on multiple cards for the same customer].
To cancel a plan, go to Autocharge Plans, click ... next to the plan, and select Cancel Plan. A confirmation prompt will appear before the plan is cancelled.
Troubleshooting
I can't see Autocharge Plan in the navigation menu. Autocharge may not be enabled on your account. Contact your Prommt Customer Success Manager.
The customer paid but no plan is showing under Autocharge Plans. The customer likely didn't tick the Autocharge consent checkbox during checkout. If Make Autocharge Mandatory isn't enabled on your account, they can skip it. Send a new Autocharge activation request.
The customer says they didn't receive the payment email. Check the delivery status under View Payments → Created. If it shows Partially Sent, one channel failed — see [Troubleshooting: Partially Sent payment request status].
I need to charge the stored card. Go to Autocharge Plans, click ... next to the plan, and select Create Autocharge. This opens a new Autocharge Payment request for that customer's stored card.