Card on File
In order to use card on file you must have a PaySimple account.
If a client saves a Card on File in their Online Booking or Pocket Salon account they will also be able to use it as form of payment in the salon.
Saving Card on File from Ticket
- From a clients open ticket click on the card icon next to the clients name.
- A grey card signifies that no card is saved on file.
- A green card signifies that the client has a card saved.
- Click the Add Card button
- Complete all of the required fields:
- Cardholder Name
- Credit Card
- Expiration
- Security Code (CVV)
- Zip/Postal Code
- Click Save Card
Saving Card on File from the client file
- From the clients file click on Account Info
- Click on Card on File
- Click the Add Card button
- Complete all of the required fields:
- Cardholder Name
- Credit Card
- Expiration
- Security Code (CVV)
- Zip/Postal Code
- Click Save Card
Deleting Card on File
- From the Card on file section
- Click the X next to the card you want to remove.
- Answer Yes, Remove Card to the popup Are you sure you wish to delete this card on file?
Using Card on File
When you use PaySimple, you can apply COF as a payment on tickets.
- From a client's open ticket, click on the Credit Icon
- Click Used Saved Cards
- Click Use next to the card you want to use.
- Click Close on the Transaction Complete popup.