You do not have the ability to store a Client's credit card in MassageBook, but you can add one in your Stripe account if you plan to set up recurring payments for that Client in Stripe.
To add a Client to your Stripe account and to hold their card on file in it:
- Sign in to your Stripe account to open your Dashboard.
- Select Home.
- Select Customers to open your Customer list.
- Select +New to open Create New Customer.
- Enter the Client's email address in Email.
- Enter the Client's name in Description.
- Select Create Customer to add the Client to your Customer list.
- Select the Customer in the Customer list to open their customer profile.
- Under Cards, select +Add Card to open Add a Card.
- Enter the Card Number.
- Enter the Expiration Date (MM/YY).
- Enter the CVC.
- Select Add Card to save the card to the customer profile.
Note: When checking out and choosing a payment method in MassageBook, you will not be able to select the Client's card on file in Stripe. To record a credit card payment in MassageBook, the card must be swiped or manually keyed in when checking out.
To create a payment and to charge the card in Stripe:
- Select Home.
- Select Customers to open your Customer list.
- Select the Customer in the Customer list to open their customer profile.
- Under Payments, select +Create Payment to open Create a New Payment.
- Enter the Amount to charge to the Client's card on file.
- Select Charge Customer to charge the card and to complete the payment.
Note: Payments created in Stripe are not automatically recorded in MassageBook. If you choose to manually record a Stripe payment in MassageBook after you receive it, select Other when choosing a payment method to enter a description of your choice (e.g., Stripe Payment) so that you can complete checkout in MassageBook.