Manage saved cards
Saved cards let you charge a client at checkout, or collect a cancellation fee, without them handing over a card again.
Add a card to a client
- 1
Go to Clients, open the client's profile and select the Cards tab.
- 2
Choose the processor tab (Stripe or Square) and click Add Card.
- 3
Enter the card details and save.
Add Card only appears once Stripe or Square is connected in Settings > Client Billing.