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Feature: Card on file / Stored cards

Card on File: Give your clients the convenience of one-click bookings while protecting your schedule. ProAgenda’s secure card storage allows you to process payments for sessions instantly and ensures you can collect no-show or late-cancellation fees without the awkward follow-up.

How to activate card on file: 

 

  • Access your academy Dashboard and navigate to settings / payment settings
  • Activate the box: Enable Card on file
  • (Optionally) Activate card on file as mandatory
  • Save your settings

From this point, it will be possible for customers or academy staff to save a card on file for the customer. Card on file can be used to charge customer bookings from the academy backend

Add card for customer

 

  • Search and open a customer
  • Click Portal
  • Click add payment mehod within the customers Stripe portal
  • The card is now ready to be charged

Charging a customer

 

  • Open a new or existing booking with a customer that has a card on file
  • If they do, the option "Save and Charge" will appear
  • Click Save and Charge to charge the card on file for the appointment costs