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How to Add a Credit Card on File

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Donna J
  • Updated
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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.

Vagaro Pro app

  1. Tap Customers.

    VPro_customers_selection_2x.png

  2. Select the Customer.

    select_cust_name_2x.png

  3. Tap Edit (next to the Personal Information banner.)

    vpro_edit_profile_2x.png

  4. 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.

    vpro_edit_card_2x.png

  5. To enter information for a new card, tap Use New Card.

    You can also remove the card on file from this screen.

    vpro_edit_card_options_2x.png

    Note

    If this is the first time saving a card for this customer, it will directly open the Add New Card screen.

  6. Enter the credit card information, including the billing address.

    vpro_add_new_card_2x.png

    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.

    vpro_addr_fill_in_2x.png

  7. Tap Add Card.

Web Version

  1. Click Customers, then select a customer.

    create_new_cust_2x.png

  2. Click Add a Card (or Edit Card if there's already one on file.)

    add_cc_1_2x.png
    add_cc_2x.png

  3. Enter the card details, including the billing address, and click Save when you're done.

    cust_prof_add_cc_det_2x.png

    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.

    addr_fill_in_2x.png

Adding a Credit Card When Booking a New Appointment

  1. Go to your calendar page, select a date and time and click New Appointment.

    new_appt_2x.png

  2. Set up the appointment details, including the customer, and then click the credit card icon.

    book_appt_detail_2x.png

    1. If the customer already has a card on file, you can remove it or replace it with new card information:

      card_on_file_2x.png

  3. Enter the credit card details, including the billing address, and then click Save.

    add_card_details_wout_save_2x.png

    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.

    addr_fill_in_2x.png

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

    card_added_to_appt_2x.png

Adding a Credit Card When Checking Out Customers

  1. On the Checkout page, click Add by the Credit Card payment type when you're ready to complete the checkout.

    checkout_add_cc_2x.png

  2. 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.

    add_card_details_w_save_2x.png

    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.

    addr_fill_in_2x.png

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Comments

2 comments

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  • Avatar
    Tonya Atkinson

    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?

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    Rebecca -Master Stylist

    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.

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