Gathering Credit Card Numbers & Other Sensitive Information

November 9th, 2023

For security reasons, we avoid collecting credit card information and other sensitive data like date of birth, Social Security numbers, and driver’s license numbers (even when it's a truncated version of the number) via written messages. Our email is not encrypted, so we are not able to securely send the information that way. 

The best solution we’ve found is to collect this information via a third-party webform or scheduling platform that you set up and maintain. 

For HIPAA Compliant Customers: We are able to collect certain protected health information with our HIPAA compliant Ruby service. Details are available here.