Here are the steps to add a credit card number to your customer's file.
- Before you can enter a credit card number to a customer's file, you will need to have Stripe Integration set up. If you don't, keep reading. If you already have Stripe set up, go to step 2.
Stripe Integration can be done through Settings, then Integrations in your ZenMaid app. This will mean creating a new Stripe account (www.Stripe.com). Once you enter in the correct private keys to make both softwares "talk" to each other, you will see that your integration will read "Active".
2. Once you have Stripe as an active integration, you will then go to your Contacts and choose the contact/customer you want to add a card to.
Click on their name to access their file. and under Actions, select "Manage Credit Cards".
3. And finally, you will see the last screen that will allow you to add a credit card number. (This screen will be blank if you do not have Stripe Integration set up first.). To add a card without charging, leave the amount field blank.
Pro - Tip: Did you know that there is a help video that explains many other aspects of the Contacts page in your ZenMaid software? Just look towards the top right and you'll see the video. It looks like the image below. Check it out!