New to Customer Accounts? You can read the first article in this series for an introduction to Customer Accounts.
Which plans include this feature?
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, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Saved Payment Information OverviewBack to top
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.
Adding a saved method of paymentBack to top
This feature is automatically enabled when a payment is made to the Customer Account.
The Customer must first sign in to their account, make a booking and enter the credit card information.
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.
Changing the saved payment methodBack to top
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 informationBack to top
Customers can also remove their personal payment information from My Account (Account > Profile > Saved Payment Methods) by selecting Remove beside the saved payment entry.