Skip to main content
All CollectionsCredit Card Processing
How To Add A Credit Card to Your Contacts
How To Add A Credit Card to Your Contacts

Add a credit card on file to charge your customers for their appointments.

Maria Dorian avatar
Written by Maria Dorian
Updated over 10 months ago

Here are the steps to add a credit card number to your customer's file.

  • Before entering a credit card number into a customer's file, you will need to have either Stripe or Square set up. If you don't, click here for a walk-through. If you already have a credit card processor set up, go to the next step.

  • Go to your contacts.

  • Choose the customer you want to add a card to.  Click to access their file.

  • On the customer profile, click Actions, and select Manage Credit Cards.

  • On the pop-up window, click the Add or Charge Credit Card button.

  • And finally, you will see the last screen that will allow you to add a credit card number.

 


Keywords:
add customer credit card, add client credit card, add contact credit card, add customer card, add client card, add contact card, charge customer credit card, charge client credit card, charge contact credit card, charge customer card, charge client card, charge contact card

Did this answer your question?