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Customer Card on File
UpdatedNovember 25, 2024
View All of a Customer’s Saved Cards
- Click the Edit Pencil icon next to the Saved Cards section in the top banner.
- A side panel will open, displaying the list of all saved cards.
Add a New Saved Card via the Customer Profile
- Click the Edit Pencil icon next to the card preview in the top banner.
- In the side panel, click Add.
- Enter the Card Details.
- Click Save.
Remove a Saved Card via the Customer Profile
- Click the Edit Pencil icon next to the saved card preview.
- In the side panel, click the three dots next to the last 4 digits of the card.
- Select Remove.
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Operations
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- Customer Profile
- Editing Customer Profile
- Customer Overview - Top Banner
- Customer Account Balance
- Customer Card on File
- Customer Profile Notes & Bio
- Managing Customer Packages
- Customer Profile Recommendations
- Customer Profile Tags
- Customer Service Credits
- Managing Appointments via Customer Profile
- Customer History
- Customer Profile - Forms & Documents
- Managing Customer Memberships
- Viewing Customer Gift Cards
- Customer Dislike Services
- Editing Customer Communication Preferences
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Configurations
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Inventory
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Forms
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Marketing
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InFlo App
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