Follow the steps below to add a credit card to a customer's profile.
Note
You must sign up for credit card processing to add a credit card to a client's profile. Click this link for more info: Sign Up for Credit Card Processing.
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Vagaro Pro app (next)
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Tap Customers.
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Select the Customer.
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Tap Edit (next to the Personal Information banner.)
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Tap Card on File.
If the customer already has a card, the card brand logo and the last four digits of the number will be displayed on the screen.
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To enter information for a new card, tap Use New Card.
You can also remove the card on file from this screen.
Note
If this is the first time saving a card for this customer, it will directly open the Add New Card screen.
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Enter the credit card information, including the billing address.
Note
A billing Address is required when entering credit card information. Start typing in the address and the system will offer verified address suggestions to select from.
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Tap Add Card.
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Click Customers, then select a customer.
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Click Add a Card (or Edit Card if there's already one on file.)
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Enter the card details, including the billing address, and click Save when you're done.
Note
A billing Address is required when entering credit card information. Start typing in the address and the system will offer verified address suggestions to select from.
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Go to your calendar page, select a date and time and click New Appointment.
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Set up the appointment details, including the customer, and then click the credit card icon.
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If the customer already has a card on file, you can remove it or replace it with new card information:
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Enter the credit card details, including the billing address, and then click Save.
Note
A billing Address is required when entering credit card information. Start typing in the address and the system will offer verified address suggestions to select from.
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The card is added to the customer's account once the appointment is booked.
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On the Checkout page, click Add by the Credit Card payment type when you're ready to complete the checkout.
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Enter the credit card details, including the billing address. Click Save card on file to store the details to the client's profile. Then click Save.
Note
A billing Address is required when entering credit card information. Start typing in the address and the system will offer verified address suggestions to select from.
Comments
13 comments
If you swipe in the card, do you pay 'swiped in' fees each times it is used?
If you key in the card, do you pay 'keyed in' fees each time it is used?
I’m not sure why Vagaro is now making us do all data entry work and slowing down our operations with this new cc number format. Isn’t that why we pay for the service fees? I have never seen cc companies request more than a zip billing code. It’s becoming harder and harder to work with this system.
Why is Vagaro requiring all of this information? I remember when you could just swipe the card and it would record all pertinent information from the credit card itself and then you could simply click "add card" to file. Whats changed?
Hi Jeremiah,
The process shown above is for when you enter a card on file. For security reasons, however, you cannot add a card to the customer's file by swiping the physical card. Keep in mind that you do not need to enter the information above when charging the physical card. Can you tell me a little more about when you need to fill out this information? Hopefully, we can clear this up.
Thanks,
Jamie
Why do I have to put in the whole address? I've never had to ask for more then the zip code. I just add this service and this may have me looking for another scheduling system
Hi Tristina,
For security reasons, Vagaro requires this information when adding a customer's card to their profile; however, this information is not required when charging the physical/virtual card in-house with the EMV Reader or Card Swiper. Can you go into more detail on how this affects your business so I can bring it up with our team?
Thanks,
Jamie
I have never had to give my whole address to anyone when securing with a credit card, only the zip code. Our clients are not impressed with giving us their whole address and it slows down the entire office by collecting this extra information. We have also ran into the problem where it can't find the address because they are in a rural area and it won't recognize the address. We are than stuck with not being able to collect the credit card information. It would also be helpful if it would at populate the fields from the Customer file to CC information or vice versa so we don't have to enter things in twice.
Hi Connie... Unfortunately, we can't use the customer's profile address, and we must collect the billing address for security purposes. Usually, if the address doesn't auto-populate when you enter it, you can continue and then confirm the address. Remember that this process is only for storing a card on file for the customer.
Best,
Donna
Echo to all these previous comments. Over half of the times we try to enter in addresses they are not recognized, it wasted time filling out just to not work, and it won't let us choose the state when it pops up with the verification screen. So we just exit out and run their card without saving it. There also seems no way to swipe the card to save and you have to manually enter it in. Very frustrating after transferring from Square who had a seamless procedure for saving cards on file. Why isn't just the billing zip code an option?
We should be able to send the client something like an invoice to keep their card on file. They could fill it out to capture their card information. This is unnecessary work for us and it shouldn't be this difficult. There are lots of other booking systems that have figured this out. It bogs down the front desk.
Hi Heather,
Customers can add their card on file when booking online (with credit card capture turned on), or you can send them a form with a credit card module. This will save any payment information they attach to the form.
https://support.vagaro.com/hc/en-us/articles/360053362814
Here is a support article with more information.
Thanks,
Jamie
Hey there! Maybe someone can answer this. We used to be able to charge a deposit as well as keep the clients card info under the customers profile automatically when they book online. My renter noticed that clients can pay the deposit but then if they no show for their next appt she goes to charge them and there is no card on file. When there should be because they paid deposit. Help! Thank you
Hi Aubre, does this happen every time a customer No-Shows?
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