Customer Card on File

Securely storing a customer’s payment card information on file allows you to conveniently process future purchases, including payment plan transactions. This feature streamlines the checkout experience by eliminating the need for customers to repeatedly enter their payment details, while improving overall transaction efficiency and convenience.

This feature is only supported with the Stripe payment processor integration.

Enable Storing Cards on File

See this article for instructions on how to enable the store cards on file feature.

Payment Cards Used for Bookings are Automatically Stored

1. To start, search and select a Customer Account in Guest Management.
2. Next, click the Cards on File tab in the side menu.
3. Then, to add a new card entry, click on the +Add Card option.

4. There are two ways to capture the card data:

   1. Use Reader - click this option if you want to use your card reader hardware.
      1. Choose which reader you want to use on the "Reader" drop-down option. Swipe or tap the card you want to use and click on Save Card.
   2. Hand Type - use this option to hand type the card information
      1. click on hand type button to manually input the details of the customer's card.  If you have an existing card on file, you will see the default card in the selection where you can click "Use this Card".
      2. Otherwise, click on the (...) option and click on the "Pay without Link" option.
         1. Input the Card Number, Expiration Date, Security Code, and Country. Then click on Save Card.

   Managing Cards on File

   In the event you want to delete a card entry, click the "trash" icon to delete that card on file.

   If that card is showing "Pay Plan", you need to cancel the pay plan first for you to delete that card. To do that, read more about our guide on how to cancel the Memberships on Pay Plan.

   Finally, you may click on "Make Default" to choose which customer's card you want to set as the default choice.

Note: The system will not allow you to add a credit card that already exists in the account.

Using a Stored Card on File to Pay for an Order

Stored cards can be used to pay for any purchase in the employee portal in the payment checkout screen.  See this article for step-by-step instructions.