How to Add a Credit Card on File

To add a credit card to a customer's profile, follow the steps below when using the Mobile and Desktop Versions.

*Remember, you have to sign up for credit card processing to add a credit card to a client's profile. Click this link for more info: How to Sign Up for Vagaro Merchant Services.

Let's get started!

• Mobile Version
• Desktop Version

Adding a Credit Card to a Customer Profile on the Mobile Version

1. Select Customers at the bottom of the screen.

2. Select the Customer.

3. Select Edit at the top-right of the screen.

4. Select the Card on File option.

5. Enter the Credit Card information. Then tap Save.

6. You're all set! The card has been saved to the file. Tap Save when you're ready. To remove the card on file or to add a different one, reselect the Card on File option. 

7. After reselecting the Card on File option, you can use the card on file, use a new card, or remove the card on file.

Adding a Credit Card to a Customer Profile on the Desktop Version

1. Click Customers. 

2. Select the Customer. To find a customer faster, enter the name in the search box.

3. Click Add a Card.

4. Enter the Credit Card Details. Then click Add at the bottom of the screen.

Adding a Credit Card When Booking a New Appointment on the Desktop Version

1. Click Calendar at the top of the screen.

2. Go to the preferred day. Select a time slot. Then click New Appointment.

3. Select the Service, Appointment Type, Resource and Customer. Then click the Credit Card icon on the right side of the screen.

4. Enter the Credit Card Details. Then click Add at the bottom of the screen. 

5. The card is added to the customer's account once the appointment is booked.

Adding a Credit Card When Checking Out Clients 

1. Click Checkout at the top of the screen. Select the customer. Then, click the Add option next to Credit Card on the right side.

2. Enter the credit card details. Click Save card on file below to store the details to the client's profile. Then click Add.