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Storing Client Credit Card Information

Merchants have the capability of storing a client's credit card information via the client's record. You have three settings to choose from regarding storing a client's credit card which you select in settings. First, you can store the credit card information on the client's record, but not require it to be stored in order to schedule an appointment. Second, you can make it a requirement to have the credit card information stored in order for appointments to be scheduled. Third, you can restrict credit cards from being stored in a client's record. In order to select which setting you desire to use, you will need to go to Business Setup > Settings > Store Client Credit Cards? > Make your selection. Please see the screenshot below: 

 

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In order to store the credit card information, you will need to enter it directly into their client record. You can do this by going to Clients > Search by Client Name > Select the Client. Once you access the Client Record, select the pen and paper icon located to the right of the "Details" section. A pop-up window will appear, scroll down to the Payment Methods section and select "add a card." Please review the screenshots below: 

 

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