Whether you'r rocking payments with Schedulicity Pay, Square or Stripe, you have the ability to save a client's credit card or re-save a client's card after changing payment processors. You can add a card by going right through a client's profile do or while booking. 💳
To store a card to a client’s profile, check out these steps in the Schedulicity dashboard:
- Head to the Clients tab and 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 instead? You’ll want to follow these steps, then:
- 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!
Want to hold an appointment with a credit card right when clients book? Check out how to enable the "Hold with Credit Card" feature in this article.