Check it out, you can now store a card over the phone or while a client is in your business right in their profile!
To store a card, check out these steps:
- 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
You will now see the last 4 digits of the card on file and can always remove the card by clicking on the trash can icon or edit if needed!