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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 a week 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.

 


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