Vaulting a card means that the client gives permission for other services to be charged to the card they enter without having to give all of their card information again for that visit.
Vaulting a Card
When users get the e-pay link, they enter their card information to pay for services.
It looks like this:
Once they click the Make Payment button, they will get another pop-up that asks if they’d like to vault their card. Once the first payment is made, and the card is vaulted, the credit card icon turns green on the Check In/Checkout page.
Charging a Vaulted Card
If you add on another service, you simply charge the card without asking permission from the owner again. They have given you permission when they vaulted it. Note that this permission only is applicable to that visit. If the client comes in again, they will need to get a new e-payment link and their vaulted card will be queued for easy selection.
You charge the card in the financial tab of checkout. Select E-Payment as the tender type and select the vaulted card. Another receipt will then be sent to the client for the new charge.
Managing Vaulted Cards
Clients will receive an email that allows them to manage their vaulted cards. They can delete a card at any time or switch cards by adding a new one in.
If they cannot manage to do this, you can look them up in HQ and remove the card via the Saved Credit Cards section under their client Profile.
