Managing Cards on File
This article covers client cards on file, including how to add and delete cards on file.
Adding a card on file
Cards are automatically added on file if they are required in online booking or Express Booking™, and after a client completes a self checkout.
You can also manually add cards on file from the calendar or client details.
To add a card on file from the calendar, select the appointment and select Add Credit Card. Enter the credit card information and select Add.
![](https://images.ctfassets.net/oco7uqwlyque/61HQqRsJeh36aWuS580Yzi/85a7620916bce0a3822d0f2db013223d/manage_card_on_file_1.jpg?w=640&h=393&fl=progressive&q=90&fm=jpg&bg=transparent)
![](https://images.ctfassets.net/oco7uqwlyque/79jL6exVJtg5dT93eE1MGN/5a8b1049d6584a60254ceb0ccea114b5/manage_card_on_file_2.jpg?w=640&h=456&fl=progressive&q=90&fm=jpg&bg=transparent)
To add a card on file from the client details, select the Credit/Gift Cards tab and select Add Credit Card. Enter the credit card information and select Add.
The Credit/Gift Cards tab is also where you can view all the cards on file for a client.
![](https://images.ctfassets.net/oco7uqwlyque/422kYRe34y7ylMFkzptfaO/141762809501c2938cc1705f41d8c425/manage_card_on_file_3.jpg?w=640&h=311&fl=progressive&q=90&fm=jpg&bg=transparent)
Deleting a card on file
To delete a card on file from the client details, select Delete from the "..." menu next to the credit card.
![](https://images.ctfassets.net/oco7uqwlyque/WSRRH5jDLkOWdHqKbyBGB/78f7582e6daa0b14b2dbf7dc53a14402/manage_card_on_file_6.jpg?w=640&h=348&fl=progressive&q=90&fm=jpg&bg=transparent)
![Start a chat with us](/static/19c674dff2afe2804ca05e52a5b8744c/e4a6b/chat-icon.png)
Can't find what you're looking for?
with us to talk to a real person and get your questions answered, or register for one of our live webinars.