Save a customer’s card on file to speed up future checkouts and charge cancellation or no-show fees. You can add a card from the customer’s profile or when booking an appointment. If you want to charge a customer's card, see Enter a Customer's Card Informaiton to learn more about charging a card on file at checkout.
When a card is added, Vagaro runs a $1 verification transaction to confirm the card is valid.
If you activate the Online Shopping Cart, you can protect your business from a customer's expired or lost credit cards with the Card Updater feature. The Card Updater automatically renews card information stored on file.
Prerequisites: This feature requires Credit Card Processing.
To add a card on file:
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Go to Customers
and select a customer.
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Select Edit.
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Scroll down, then select Card On File.
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Enter the customer's card information, then select Pay.
Note
If the customer already has a card on file, see Manage a Customer's Card on File.
-
Select Add Card.
The card will display on the customer's profile.
To add a card on file:
-
Go to Customers
and select a customer.
-
Select Add a Card.
Note
If the customer already has a card on file, see Manage a Customer's Card on File.
-
Enter the customer's card information, then select Pay.
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Select Save.
The card will display on the customer's profile.
To add a card on file:
-
Go to the Calendar
screen.
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Schedule an appointment or edit an existing one.
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Select Card on File.
-
Enter the customer's card information, then select Pay.
Note
If the customer already has a card on file, select Add New Card to replace it.
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Select Add Card.
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Book the appointment.
To add a card on file:
-
Go to the Calendar
screen.
-
Schedule an appointment or edit an existing one.
-
On the right side of the pop-up, select Card
.
Note
If the customer already has a card on file, select the last four digits of their card, then select Replace Card on File.
-
Enter the customer's card information, then select Pay.
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Select Save.
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Book the appointment.
To register attendees for a class:
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Go to the Calendar
screen, then select the calendar you want to view.
-
Find the class session.
If the attendee isn't sure which class they want to book, you can search all your class availability.
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Select the class session on the calendar to open its details, then select Add Attendees.
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Select the customer to register, then select Next.
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Scroll to Session Enrollment, then select Card
.
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Enter the customer's card information, then select Save.
Note
If the customer already has a card on file, select Add New Card to replace it.
-
Select Add Attendees.
To register attendees for a class:
-
Go to the Calendar
screen, then select the calendar you want to view.
-
Find the class session.
If the attendee isn't sure which class they want to book, you can search all your class availability.
-
Select the class session on the calendar to open its details, then select Add Attendees.
-
Select the customer to register, then select Next.
-
Select Card
.
Note
If the customer already has a card on file, select the last four digits of their card, then select Replace Card on File.
-
Enter the customer's card information, then select Save.
-
Select Add Attendee.
To manage a customer's card on file:
-
Go to Customers
and select a customer.
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Scroll down to Card On File, then select it.
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Manage your customer's card on file:
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To remove a card on file, select → .
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To change the card, select Add New Card, enter the new card details, and then select Add New Card.
-
-
Scroll down, then select Card On File.
To manage a customer's card on file:
-
Go to Customers
and select a customer.
-
In Credit Card, select Edit.
-
Manage your customer's card on file:
-
To remove a card on file, select Remove Card.
-
To change the card, select Replace Card on File, enter the new card details, and then select Save.
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Comments
7 comments
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.
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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