Managing saved payment information via Customer accounts

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Learn how Customer Accounts can store payment information for future use, including adding a payment method, changing the payment method, and removing the payment method.

New to Customer Accounts? You can read the first article in this series for an introduction to Customer Accounts.

 

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Manage > User Accounts > Customer Accounts

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, new or both?

• The Customer Accounts feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please reach out to our Technical Support team for more information. Discover more product-related help articles here: Products (New).

 

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If your business uses a Payment Provider that supports Card Tokenization, then 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 ease of use in future bookings.

 

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This feature is automatically enabled when a payment is made to the Customer Account.

 

The Customer signs in to make a booking and enter the credit card information as they usually do. 

 

After the payment details are entered and before payment is submitted, they can save the payment method for the next booking made with the Customer Account by placing a checkmark in the Save card for future payments option. 

 

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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. 

 

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Of course, Customers also can 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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< Managing Customer details via Customer accounts    |  Managing Customer details via Admin or Staff accounts >

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