Managing Saved Payment Methods#

View and manage saved payment methods for customers. Use saved cards for faster check-ins and balance payments.

When Cards Get Saved#

Customer payment methods are saved when:

• At checkout — Card used for initial booking
• At check-in — New card added for balance payment
• Manually added — Staff adds a card for future use

Viewing Saved Cards#

From a Booking#

1. Open a booking in your dashboard
2. In the payment section, click Manage payment methods
3. View all cards saved for this customer

The Manage payment methods link appears when viewing balance due or payment options for a booking.

You'll see:

• Card type (Visa, Mastercard, etc.)
• Last 4 digits
• Expiration date
• Default status

Information Displayed#

Adding a New Card#

Step 1: Open Payment Methods#

1. Navigate to a booking in the dashboard
2. In the payment section, click Manage payment methods
3. Click Add New Card

Step 2: Enter Card Details#

Enter the following information:

Required:

• Cardholder name
• Card number
• Expiration date
• CVC/security code

Optional (recommended):

• Billing address (street, city, state, ZIP)

Step 3: Save the Card#

1. Click Add Payment Method
2. Card is verified with the payment processor
3. If successful, card appears in the saved methods list

The card is verified but not charged when adding. Charges only occur when you process a payment.

Setting a Default Card#

The default card is used automatically for:

• Balance payments at check-in
• Additional charges
• Recurring payments (if applicable)

To Change the Default#

1. Open Payment Methods
2. Find the card you want as default
3. Click Set as Default

The previous default is removed, and the new card becomes the default.

Removing a Card#

When to Remove Cards#

• Customer requests removal
• Card is expired
• Card was declined multiple times
• Customer provides a replacement card

How to Remove#

1. Open Payment Methods
2. Find the card to remove
3. Click Remove
4. Confirm the removal

Using Cards at Check-In#

During check-in, saved cards appear as payment options:

Card on File#

If the customer has a saved card:

1. Card on File appears as a payment option
2. Shows card type and last 4 digits
3. Select to charge the saved card

No Saved Card#

If no card is on file:

1. Select New Card
2. Enter card details
3. Card is charged for the payment

Security#

What We Store#

• Card brand (Visa, etc.)
• Last 4 digits
• Expiration date
• Secure token for charging

What We Never Store#

• Full card number
• CVC/security code
• Card PIN

All sensitive data is handled by our payment processor, which is PCI-DSS compliant.

Common Issues#

Card Not Found#

The card may have been:

• Removed by staff
• Expired and automatically removed
• Associated with a different account

Solution: Add a new card.

Card Removal Failed#

If card removal fails, common reasons:

• Network error during request
• Card already removed
• Payment processor error

Solution: Refresh the page and try again, or contact support.

Card Declined When Adding#

The card verification failed. Common reasons:

• Incorrect card details
• Card expired
• Insufficient funds for verification hold
• Bank blocked the transaction

Solution: Verify card details or use a different card.

Best Practices#

Always Verify Identity#

Before charging a saved card:

• Confirm the customer's identity
• Match against booking details
• Get verbal authorization for the charge

Keep Cards Updated#

• Remove expired cards
• Ask returning customers if their card is still valid
• Update default cards when customers provide new ones

Communicate Charges#

• Always tell customers before charging their card
• Provide itemized receipts
• Send confirmation of charges

Related Articles#

• Accepting Payments
• Collecting Payment
• Check-In & Check-Out