In this article we will go over how to send an email, with a link, to your customers to allow them to add a credit card to keep on file.
Here is a video that will show you how to send an email to request a credit card
Here are step by step instructions on how to send an email to request a credit card
1 - Click the CRM tab
2 - Search for the customers name that you want to send the email to request the Credit Card. Once you find the client's name click on their Name link
3 - Click on the Credit Card icon
4 - You will then see a tab to click to send the request: Send Card On File Request Email
*Note if you have multiple locations you can choose to send the request so that the card is stored under that location
5 - You will see a notification that the email has been sent
6 - The customer will then receive the email and upload the card
7 - Once the card has been uploaded by the customer an email will be sent to employees emails that are listed to receive the notifications
*Email Notifications:
Admin tab
Account Settings section
Store Notifications bubble
Email Notification link
Email Notification page
You have now learned how to send a credit card request to your customers.
Here is the article that will show you the steps your customers will take to upload the card: