Managing Credit Card Details

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.

1. In the Booking Confirmation screen, click Add a new credit card then Add new card or
2. Click swipe card
3. Enter in credit card details manually or if swiped they will be automatically filled
4. Click Complete Booking 

Adding Credit Card Details at Checkout

1. Find and open an appointment from the calendar or client profile
2. Begin the checkout process for the appointment
3. Click Credit Card and manually enter the credit card information or swipe
4. Do not click Checkout, instead click the dropdown menu to the left of that green button
5. Check Client consents to storing card on file
6. Close out the Checkout window; the card will now be on file and visible within the person's Client Profile                                                                        

 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 
   

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