What’s the Customer Account?
The Customer Account streamlines the way your clients view and book appointments with your business. When a client books an appointment, we'll save their information — so the next time they visit your online booking site, they can sign in to quickly book with you or your staff.
The Customer Account is also a great way for your customers to manage their own appointments. You’ll save time on your end since your customers can view their past and upcoming appointments, as well as schedule a new one from your booking site.
What’s the Update?
Today, we began rolling out our latest feature, Customer Account Card on File!
Previously, if you had No-Show Protection or appointment prepayment enabled, your customers were required to enter their payment details each time they booked an appointment. In an effort to remove this extra step and create a frictionless experience, we now offer your customers the option to save their card to their profile. The next time they book with your business, they can select their saved card rather than re-entering their payment information — making the booking and checkout experience easier than ever.
For those of you that do not have No-Show Protection or appointment prepayment enabled, your customers can still add a card on file by logging into their Customer Account to safely and securely save their card info. Once your customer saves their information, you can charge their card on file at the end of each visit. No need to swipe or enter payment details during checkout! Charging a card on file saves time while providing your customers with an overall seamless checkout experience.
To get started charging your customer’s card on file from the Appointments app:
- Tap on an appointment in your calendar for a client with a card on file.
- Tap Review and Check Out.
- Add any additional items or services > select Charge. Appointment information will automatically carry over from the booked appointment.
- Scroll down on the payment options screen > Card on File. You will see your customer’s card on file along with the card type and pan.
- Tap Charge.
- Confirm the payment by tapping Charge one more time.
Please note this could take a week or two before your customers see this in their account.
You can read more about Customer Accounts and using card on file with Appointments on our Support Center.
As always, thanks for reading this far and being part of the Seller Community! New features like these are made possible thanks to your suggestions. If you have any questions or feedback about this feature, feel free to reply to this thread.