Managing Cards on File

This article covers client cards on file, including how to add and delete cards on file.

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Adding a card on file

Cards are automatically added on file if they are required in online booking or Express Booking™, and after a client completes a self checkout.

You can also manually add cards on file from the calendar or client details.

To add a card on file from the calendar, select the appointment and select Add Credit Card. Enter the credit card information and select Add.

To add a card on file from the client details, select the Wallet tab and select Add credit card. Enter the credit card information and select Add.

The Wallet tab is also where you can view all the cards on file for a client.

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Deleting a card on file

To delete a card on file from the client details, select Delete from the "..." menu next to the credit card.