Learn how Customer Accounts can store payment information for future use, including adding a payment method, updating an existing payment method, and removing a payment method.
New to Customer Accounts? You can read the first article in this series for an introduction to Customer Accounts.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Profile > My Account > Saved Payment Information
What more do I need to use this feature?
- Your Checkfront account must be enabled for Customer Logins.
- The Customer or Staff member must have created a Customer account.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic items version, which uses classic items (Inventory > Items), and our classic products version, which uses classic products (Inventory > Products). → Learn more about products
Saved payment information overview
If your business uses a Payment Provider that supports Card Tokenization, your Customers can save time booking without continuously re-entering their payment information.
Customer Accounts can save the payment information used in a booking for future convenience.
Adding a saved method of payment
To use this feature, the Customer must first sign in to their account, make a booking, and enter the credit card information.
After the Customer enters their payment details and before submitting payment, they can save the payment method for future bookings by selecting the Save card for future payments option.
Changing the saved payment method
When choosing Change Card within the payment page, your Customer can enter different payment information than what was previously entered and saved.
Entering this new credit card information overwrites the previously saved payment method, replacing it with this new payment method on the account.
Removing the saved payment information
Customers can also remove their personal payment information from My Account (Account > Profile > Saved Payment Methods) by selecting Remove beside the saved payment entry.
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