Storing a Card on File

Initiating Stored Card Setup

  • Navigate to the client chart, click the arrow down with the three dots, and select "manage stored cards".

  • Click "add slash update a card".

  • Select "terminal reception" and choose "key card in manually".

  • Click "authorize in store" to send the details to the reception terminal.

Terminal Entry and Verification

  • Place the client on hold and proceed to the reception terminal computer if located in the phone room.

  • Manually enter the required payment information on the terminal:

    • Card number

    • Expiry date

    • CVV code on the back

    • ZIP code