Whether you're rocking payments with Schedulicity Pay or Stripe, you have the ability to save a client's payment info or re-add it after changing payment processors. You can add payment info by going right through a client's profile or while booking, plus clients can add payment info on their end too. 💳
Store a Payment info to a Client's Profile Directly:
- Click the three lines in the upper left and head to the Clients tab
- Open your client's profile
- Choose the option to "add a card" at the top of the page
- Enter the client's name, CC number, expiration, CVV, email, and zip code
- Confirm that your client has given their permission to have their card stored securely within your payment processing account
- Save!
Want to do it while booking an appointment instead? You’ll want to follow these steps:
- Go to the Appointment Calendar and start booking a new appointment
- Once you’re on the New Appointment page, add your client to the appointment
- If the client doesn’t have a card on file, the “add a card” option will appear
- Enter the client's name, CC number, expiration, CVV, email, and zip code
- Confirm that your client has given their permission to have their card stored securely within your payment processing account
- From there, save your changes and continue booking the appointment!
Either way, you’ll see the last 4 digits of the card on file. Now, you can always remove the card by clicking on the trash can icon or edit if needed. 👌
How about if your client wants to add their payment method on their end?
We got ’em covered 😎. Clients can add their payment information right to their client profile by following these steps:
- They’ll log into their Schedulicity profile at www.schedulicity.com
- Select the navigation menu in the upper left-hand corner (3 striped lines) and choose “My Preferences”
- Find the business they wish to add their payment information to and select the “+ Add a Card” button
- Fill in their info and finalize with “Save”
What's Next?
- Want clients to enter their payment info when booking their appointment? Check out how to enable the “Hold with Credit Card” feature in this article.
- Interested in super low processing rates when charging those client cards? Of course you are! Learn more about our in-house payment processor, Schedulicity Pay.
- If your clients have booking questions, we have answers! Take a peek at our handy client FAQ resource.