With DaySmart Payments, you can securely store your clients' card information, enabling quicker checkouts, simplified refunds, seamless deposit transactions, and more!
How To Save Card On File - Website
From Checkout
From checkout, choose the option for Credit for Payment Method
Enter card information manually through the Enter card information option, or through your terminal
Check the box for Keep card on file
From Client Profile
Edit the client from the Clients page
Under Overview, scroll down to Cards on File
Click + Add New Card
Enter card information from the pop-up window and click Add
From Appointment Modal
From a scheduled appointment, click on Appt Details to edit the ticket
Click the Cards on File drop down
Click + Add New Card
Enter card information from the pop-up window and click Add
How To Save Card On File - Mobile
From Checkout
From Checkout, tap Credit Card under Add Payment
Slide toggle next to Save Card on File to the right
Under Process Card With, proceed with checkout by selecting your preferred method: process with terminal, manual card entry, or tap to pay (Stripe)
Once the transaction is complete, the credit card will be securely saved to the clients profile
From Client Profile
Tap on Clients at the bottom of the app and search for the client whose card you want to save
Tap the desired client and click Edit at the top right
Scroll down to Cards On File
Tap Add Card On File
Enter card information from the pop-up window and click Save Card