Whether you're rocking payments with Schedulicity's built-in processor or Stripe if you're up in Canada, you have the ability to save a client's payment info or re-add it after changing payment processors. Plus, clients can add payment info on their end too. 💳

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How do I save a client's payment information to their profile?

We've got a couple of options for you 👇

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

  1. Click the three lines in the upper left and head to the Clients tab

  2. Open your client's profile

  3. Choose the option to "add a card" at the top of the page

  4. Enter the client's name, CC number, expiration, CVV, email, and zip code

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

  6. Save!

Want to do it while booking an appointment instead? You’ll want to follow these steps:

  1. Go to the Appointment Calendar and start booking a new appointment

  2. Once you’re on the New Appointment page, add your client to the appointment

  3. If the client doesn’t have a card on file, the “add a card” option will appear

  4. Enter the client's name, CC number, expiration, CVV, email, and zip code

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

  6. 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 can my client add a payment method to their profile?

We also have a handful of ways clients can easily add their payment method!

From their client profile in My Preferences

Clients can add their payment information right to their client profile by following these steps:

  1. They’ll log into their Schedulicity profile at www.schedulicity.com

  2. Select the three-line menu in the upper left, and choose “My Preferences”

  3. Find the business they wish to add their payment information to and select the “+ Add a Card” button

  4. Fill in their info and finalize with “Save”

Psst—they can also add a payment method from the Preferences area our handy client Schedulicity apps, too!

After booking an appointment

After a client has completed the booking processes for their (awesome) appointment with you, they'll have the option to add a payment method to make checkout a breeze 🌬️

From an email confirmation or reminder email

If the client doesn't have a payment method saved, we'll also include a link to add their payment method in their appointment confirmation and reminder emails.

From a payment preference booking

You can also set up your Services/Classes/Workshops so that clients are required to pay in full, pay a deposit, or enter payment info to hold the appointment. After booking the appointment, their payment information will be saved for next time 👍

Via the Norm invite email

We've drafted up a super handy invite email you can send out to clients right from your Schedulicity Dashboard or client list page! This email will prompt them to save their payment method now, so they can check out by phone with Norm next time. It will include a link they can click on to take them right to where they can add their payment method.

During the Norm checkout process

If your client doesn't yet have a payment method on file when you go to checkout, not to worry! They can totally add it when going through checkout with Norm. We'll just prompt them to enter their information, and then they can save it for a super speedy checkout next time around.

Once your client has their payment method stored, it'll be even smoother sailing with checkout from here on out!

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What's Next?

  • Interested in super low processing rates when charging those client cards? Of course you are! Learn more about our in-house payment processor.

  • Is my client's payment information secure? It sure is.

  • If your clients have booking questions, we have answers! Take a peek at our handy client FAQ resource.

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