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: