Overview

Once a customer books an appointment online, the credit card information that they submit will be securely stored to their Client Profile. All customer credit card data is encrypted then stored in the system. The business will only see the credit card brand, the last 4 digits, and the expiration date.

Adding Credit Card Details at Booking

If a credit card is present and authorized by the client, their credit card number can be attached to the appointment at the time of the appointment's creation.

Adding Credit Card Details at Checkout

Adding Credit Card Details Through the Client Profile

  1. Navigate to the Client Profile through the Clients tab or appointment details

  2. Click Payment Methods

  3. Click Add New Credit Card

  4. Enter credit card details and click Add

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Deleting Credit Card Details

  1. Go to Manage > Clients > select the desired client name

  2. Under the client name click Credit Cards

  3. Click the trash can icon to the right of the credit card to delete

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