Setting Up and Using Credit Card Pre-Authorizations

Discover how to set up and utilize pre-authorizations for security deposits in TripWorks to ensure seamless and secure payment processing.

Written By Melanie Gannone (Administrator)

Updated at June 27th, 2025

TripWorks gives you the option to pre-authorize a guest’s credit card instead of charging it immediately. This is especially useful if you want to hold a card for incidentals, security deposits, or final payment at check-in—without collecting money up front.

 

What Is a Pre-Authorization?

A pre-authorization places a temporary hold on a guest’s credit card for a specific amount. No money is withdrawn, but the amount is set aside by the guest’s bank. You can later:

  • Capture the full or partial amount
  • Or release the hold without charging the card

Pre-authorizations expire automatically after 7 days if not captured.


 

 

Important Note 

Before getting started, reach out to our support team to request the Pre-Authorization feature on your account. You can contact support at support@tripworks.com.

 

 

 

Video Walkthrough

 

How to Use Pre-Authorization During Booking

  1. Inside your Product Catalog, set up a product that represents your security deposit or damage protection 

Need help creating a product?

Check out our article on How to Build Your Product Catalog

 

 

 

Adding an Authorization to an Existing Booking

  1. Select an existing trip or create a new trip where you would like to set up a credit card hold
  2. Add your Security Deposit or Damage Protection product to the trip. 
  1. Select Payments > Save/Card hold to set up the hold
  1. Enter in the credit card details and the hold amount, then select “Save”

 

 

 

 

Important Note 

The “Hold Amount” should include any fees. For example, the amount shown below in red includes a Security Deposit of $100 + $8 in fees. Therefore, the amount you were enter for your hold should be $108. 

 

 

You'll then see the hold initiated on the trip along with the automated expiration date of the hold 

 

 

Releasing a Credit Card Hold on a Trip 

To release a credit card hold before the expiration date, select the reversal arrow 

 

You will be asked to confirm the release. Select “Release” to proceed

 

One released, you'll see the hold status updated to show release of the funds

 

 

Capturing a Credit Card Hold on a Trip 

To capture a credit card hold, select the dollar sign icon

 

Add a note as to why you are capturing the hold and select “Capture” 

 

One completed, you'll see the hold status updated to show the funds were captured

 

Credit card pre-authorizations for security deposits are a valuable tool for businesses across various industries. TripWorks' Pre-Authorization feature enables users to efficiently collect and manage security deposits, enhancing trust, security, and operational efficiency!