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
6 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?
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
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
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