How do I add a credit card to a client’s account?

Here’s how to add a credit card to your client’s account, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:

Step-by-Step Guide: Manual Card Entry

Step 1: Hover over the gear icon for the client you want to edit, then click the “Payment Details” option.

Step 2: Click the “Manage Credit Cards” button.

show manage credit cards button

Step 3: Enter your client’s credit card information and click “Add Card” to save it to their profile.

show add card fields

Now you can keep your client’s billing information up to date!

Step-by-Step Guide: Swiping Cards with a Card Reader

Step 1: Hover over the gear icon for the client you want to edit, then click the “Payment Details” option.

Step 2: Click the “Manage Credit Cards” button.

show manage credit cards button

Step 3: Select your Card Reader from the dropdown menu.

Show where to select a card reader

 

If you don’t see the card reader options, click the “or, swipe credit card” link.
circle around the swipe card link

 

Once the card reader is connected, you’ll see the name of the reader and the “Start Swipe Card” button.
Check to make sure the card reader is active

Step 4: Click the “Start Swipe Card” button.

Your card reader screen will display a prompt to insert or swipe the card.

ready to swipe a card

Step 5: Swipe or insert your client’s card, and wait for confirmation to remove the card.

Step 6: Remove the card when prompted.

show a successful swipe message

The card will be added to your client’s profile, and you can keep your client’s billing information up to date!

Updated on May 12, 2022

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