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Storing Client Credit Card Information

In MyTime, you have the capability of requiring a credit card on file in order for appointments to be booked, have the credit card on file but not make it a requirement to book an appointment, or not allow credit card to be saved on file at all. You can set your preference on the Business Setup > Settings page below the Store Client Credit Card option.

 

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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).

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Client profile

Option to add a card on file is present but not required

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POS
Option to save a card on the client’s file is present but not required. The box can be unchecked.

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Before you swipe the card, you can mark Save to Client Profile. 

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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.

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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.

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Client profile
Option to add a card on file is present

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POS
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 

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Client profile
Option to add a card on file is not present


POS
Option to save a card on file is not present

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