How Does Your Customer Upload A Credit Card To Their Account : Support Center

In this article we will go over how a customer will upload a credit card to their CRM file.

To learn how to send a customer a link to upload their credit card please see this link:

Here is a video that will show you how a customer uploads their credit card to their CRM file.

Here are step by step instructions on how a customer uploads their credit card to their CRM file.

1 - Send the customer a link to upload their credit card (article below on how to send)

2 - The customer will a receive the email to upload their card

3 - The customer will click on the Add Credit Card link

4 - Once they click on the link a separate page will appear with their name

5 - The customer will click on the tab called Add a Credit Card

6 - A new page will appear for the customer to enter in their Credit Card information

7 - Once the customer has uploaded their card the CaterZen account will receive an email letting them know the card was upload

8 - The card will also appear in their CRM tab

You have now learned how a customer can upload their Credit Card to their CRM file.

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