How I collect a payment with a card reader?

With Exercise.com Payments, you can process secure, in-person transactions using a connected card reader. This guide walks you through how to collect a payment using a card reader from your current checkout flow.

1. Click “Accounts,” then Select the Client.

Navigate to the client’s account tab to begin the checkout process.

2. Open the “Packages” Tab and Click “Add Package.”

You can charge clients for packages, memberships, or other services directly through the checkout flow.

3. Select a Package and Click “1 Item in Bag.”

Choose the package to charge the client for, then click “1 Item in Bag” to continue to checkout.

4. Click “Proceed to Checkout.”

After reviewing the cart, click “Proceed to Checkout” to move to payment selection.

5. Select a Card Reader and Click “Review Order.”

At the payment method screen, select “Swipe Card.” If your reader has been idle or if multiple devices are connected, choose the correct reader before clicking “Review Order.”

6. Swipe the Card or Enter the Card Number.

Once the reader is active, swipe the client’s card. You can also manually enter the card number if needed, then click “Charge” to process the transaction.

7. Confirm the Payment Was Successful.

Once processed, you’ll see a confirmation message showing the successful payment.

8. Review the Transaction in Payment Details.

Go to the client’s “Payment Details,” open the “Charges” tab, and confirm that the payment appears in their charge history.

That’s it! You’ve successfully charged a client using a card reader. This process allows you to complete in-person transactions quickly and keep all payment record