How I collect a payment with a card reader?
Here’s how to charge a client’s card using a card reader, starting from your current checkout flow. Step-by-step instructions are below:
Step 1: Start your normal checkout flow for packages, products, workout plans, etc.
Click a link below to see the step-by-step instructions for each checkout option:
- Click here to see how to add package to a client’s account.
- Click here to see how to assign a workout plan to a client and charge for it.
- Click here to see how to add a client to a group and charge for it.
Step 2: When you get to the “Select Payment Method” step of the checkout process, select the “Swipe Card” option and select your card reader.
Make sure your card reader is active:
Step 3: Click the “Show Purchase Summary” button.
If the reader is connected, you will see the name of the reader and the “Start Swipe Card” button.
If you don’t see the name of your card reader or are having trouble connecting to the reader, click the “Reset Card Reader Connection?” link.
Step 5: Click the “Start Swipe Card” button.
Your card reader screen will display a prompt to insert or swipe the card.
Step 6 : Swipe or insert your client’s card, and wait for confirmation to remove the card.
Step 7: Remove the card when prompted.
You’ll see confirmation of a successful swipe:
After a successful swipe, the client’s card will be charged and you can close the pop-up:
Now you know how to use your card reader as a payment method!