In MyTime, you can require a credit card on file in order to book appointments, have the credit card on file but not make it a requirement to book an appointment, or not allow credit cards to be saved on file at all. Your preference can be set on the Business Setup > Settings page, just below the Store Client Credit Card option. In this article, we will review each option.
See below the difference between the 3 settings:
1. Yes, but don't require them to schedule appointments
Widget
The checkbox on the widget to permit your business to save a card on file is unchecked and not disabled (so it can be checked and unchecked).
Client profile
The option to add a card on file is present but not required
POS
The option to save a card on the client’s file is present but not required. The box can be unchecked.
Before you swipe the card, you can choose to Save the card to Client Profile
2. Yes, and also require them to schedule appointments
Widget
-
The checkbox on the widget to permit your business to save a card on file is checked by default and disabled (so it cannot be unchecked)
-
Tooltip copy says "We require a credit card on file to book appointments online.
Schedule
When you book an appointment for a client who does not have a card on file, you will be prompted to add one before the appointment can be saved.
Client profile
The option to add a card on file is present
POS
The option to save a card on file is present
3. No, do not allow storing credit cards
Widget
The checkbox option to store the card on file is not present
Client profile
The option to add a card on file is not present
POS
The option to save a card on file is not present
