Overview
Once a customer books an appointment online, the credit card information that they submit is securely stored in their Client Profile. All customer credit card data is encrypted and then stored in the system. The business only sees the credit card brand, the last 4 digits, the name on the card, 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
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 checkout.
Adding Credit Card Details Through the Client Profile
Navigate to the Client Profile through the Clients tab or appointment details.
Click Wallet
Click Add a credit card.
Enter credit card details and click Add.
Deleting Credit Card Details
Go to Manage > Clients > select the desired client name.
Click Wallet
Click the three-dot menu next to the card you want to delete
Click Delete Card
