Save a credit card on file to quickly process routine charges and make the checkout process speedier for clients! Cards can be saved in the client card on the back end - or, clients can save cards on file whenever they are making a payment online (Stripe only). 

Save a credit card on file in the Client Card

To save a card on file in the Client Card for future use, please do the following:

1. Start in your account and go to your Clients list.
2. Choose the client from the list.
3. In the pane on the right-hand side, expand Saved credit/debit cards and click Add Card.
4. Enter the credit card details in the popup.
5. When finished, click on Add

Charge a credit card on file

Taking a credit card over the phone or at the point of sale (POS) is a convenient alternative to online payment. You can directly charge a card for any payment request and even save the card for future use.

1. Find open payments in your Payments dashboard or in the Payments tab of the client card. Click on the payment request in the platform.
2. Under Pending, click on Take Payment and select the Charge option.
3. Select a previously saved card or enter the credit card number, CVV, and zip code. 
4. If you would like to save the card on file for future use, check the Save this card checkbox.
5. Click on Charge.
6. After the charge has been made successfully, click on Done

Going forward, you can select any card saved on file to process a charge.

Tip: A charge does not have to be linked to a booking. To make a general charge, navigate to the client card or the Payments section and select New > Charge.

Set a Default Card on file

You can save up to 3 credit cards per client.

To set a default card on file for the client, please do the following:

1. On the relevant client card, expand the Saved credit/debit cards section on the right-hand panel.
2. Click on  ⋮ next to the desired card.
3. Select Set as default from the dropdown.

The default card will be auto-selected for charges during client checkout. 

The Client Checkout Experience

The client must be logged in to use saved cards. 

Clients can save a card on file during checkout if you have Stripe connected:

Clients can choose from the saved cards at checkout to speed up the payment process. 

The video below shows the client's experience when they have a credit card on file. The option to use a different card during checkout is also available.