How to Save a Credit Card on File

Save a credit card on file to quickly process routine charges and make the checkout process speedier for clients!

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 vcita account and go to your Clients list.
2. Choose the client from the list.
3. Switch to the Payments tab and click Add Card under Credit Cards on File.
4. The Add credit card box will appear.
5. Populates the details of the credit card
6. When finished, click on Add

Saving a credit card on file while charging the client for a service

To save a card on file while creating a charge, please do the following:

1. Click on the appointment in the vcita calendar.
2. Under Pending, click on Charge.
3. Enter the credit card number, CSV, 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.

Set a Default Card on file

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

1. Start in your vcita account and go to your Clients list.
2. Choose the client from the list.
3. Switch to the Payments tab
4. Under Credit Cards on File, click on  ⋮ next to the desired card.
5. Select Set as default from the dropdown.

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

The Client Checkout Experience

Once a card is saved on file, clients can choose from the saved cards at checkout to speed up the payment process. 

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