Storing Clients Credit Card In-Store

Modified on Mon, 27 Jan at 7:04 AM

In this article, we will go over a few scenarios for saving client cards in POS, the appointment modal, and the client's profile when booking in-store.

Things to know:

In MyTime, you can require a credit card on file in order to book appointments, have the credit card on file but not make it a requirement to book an appointment, or not allow credit cards to be saved on file at all. Your preference can be set on the Business Setup > Settings page, just below the Store Client Credit Card option.
In order to accept credit card payments you must have a merchant payment account. If you don’t have one, you can speak with a member of our Processing Team at processing@mytime.com to have your merchant account set up.
If the "Require credit card on file to purchase membership" setting is enabled, when an attempt is made to delete a credit card from a client profile, and the client has an active membership or pending or recurring appointments, the following error messages may appear: "This card or bank account cannot be deleted because you currently have one or more appointments pending," or "This client has future appointments or an active membership. Deleting this card or bank account will prevent any future charges from being processed." However, receiving these error messages does not prevent you from removing the card.
If a client attempts to delete a credit card from their account online while the "Require credit card on file to purchase membership" setting is enabled and they have an active membership, they will receive the following error message: "This card or bank account cannot be deleted because you have a future appointment or an active membership." If they have an active membership with a pending appointment, the message will state: "This card or bank account cannot be deleted because you currently have one or more appointments pending."

See below for a comparison of the three options and scenarios to match, that illustrate what happens in POS, appointment modal, and client's profile.

In-Store Scenarios

Store Client Credit Cards Setting	Results
Yes, but don't require them to schedule appointments	When you add a card to POS, you can choose to save it on file. Once this option is selected, the card details become accessible in the client's profile, the appointment modal, and appear in the POS on the Take Payment screen during the checkout process.
Yes, and also require them to schedule appointments	When creating an appointment, the add card option will be displayed on the appointment modal, but the appointment will not be saved unless a card is entered. When the card is saved, it will appear on the appointment modal, in POS when checking out, and on the client's profile. When adding a card from the Take Payment screen in POS, you have the option to save the card on file, and if you do, the card will appear on the appointment modal and the client's profile.
No, do not allow storing credit cards	There will be no option to store a card on file from the appointment modal, the client's profile, or the POS.

For more information contact us at support@mytime.com.