All Collections
Payment
Payment Basics
Can I save a client's payment information? How can my clients add their own card?
Can I save a client's payment information? How can my clients add their own card?

Saving credit card info to a client’s profile, adding a client's payment method, Can my clients add a card on their own?

Angela avatar
Written by Angela
Updated over a week ago

💳 If you're connected to a payment processor, you have the ability to save a credit card to a client's profile.

Jump to a section in this article:


How do I save a credit card to the client's profile?

Store a payment method to a client's profile directly:

  1. Head to your Client List

  2. Search for your client -> select your client from the list

  3. Click Add a Card at the top

  4. Enter Name on card, card number, expiration, CVV, and email

  5. Confirm that your client has given permission to have their card stored securely within your payment processing account -> Save

Add a Card While booking an appointment:

  1. Once on the New Appointment screen -> add your client

  2. Click on the down arrow below their name -> select + Add Payment Method

  3. Enter name, card number, expiration, CVV, and email

  4. Confirm that your client has given permission to have their card stored securely within your payment processing account

  5. Save your changes and continue booking the appointment

❗ You’ll see the last 4 digits of the encrypted card saved to your client's profile.


How can I delete a card from my Client's profile?

  1. Head to your Client List

  2. Search for your client -> select your client from the list

  3. Click the trash can icon next to the card -> confirm deletion


How can my client add a card on their own?

Schedulicity has a handful of ways clients can add their card to our Client List 👜

Add a Card From the Client Booking Account

  1. Log into Schedulicity at www.schedulicity.com

  2. Select the three-lines in the upper left -> choose My Preferences

  3. Find the business from the list (Your Favorites) -> select + Add a Card

  4. Fill in their info and Save

Add a Card After booking an appointment

  • After the booking processes, clients have the option to add a payment method to make checkout a breeze 🌬️

Add a Card from Email Confirmations & Reminder Emails

  • If clients don't have a payment method saved, they can add their payment method via appointment confirmations and reminder emails.

❗ If you don't want clients to see the option to add a card after booking online or via confirmation and reminder emails -> reach out to our Customer Support Team to turn this off.


Can I require clients to enter a card when booking online?

Set up your Services/Classes/Workshops so that clients are required to pay in full, pay a deposit, or enter a card. After booking, payment information will be saved for next time 👍

Did this answer your question?