Managing Cards on File in a Client's Record

MassageBook Pay will allow you to easily save a client's card on file for future payments, or delete any existing cards saved on file. To add a client's card on file or view their existing saved cards:

1. Select the Clients tab.
2. Search for the desired client's name.
3. Select the Card on File tile next to the client's name.
4. If no card has been saved, select Add Card on File.
   • If you wish to delete an existing card, select the Delete option next to the existing card.
5. Enter the Card information.
6. Select Complete.

This card will then appear as available to be charged during appointment checkout, or when recording a sale via the Cash Register.

Notes:

• The card will not be charged when it is saved on file.
• This functionality is only available to MassageBook Pay users.