Manual Card Entry via Cloud9 Hosted Form In-Store

In this article, we will go over the various ways merchants with a Global Payments payment account can manually add a card utilizing the Cloud9-hosted credit card entry form.

Things to know:

• The card details must be entered into Cloud9's form, and Cloud9 will then send us the necessary card data. Once we have that data, we display it for you to verify before saving it in our system.
• When manually adding a card through POS, the card will be saved to the client's profile if you use the "save to client profile" link on the "Key in Card" modal; if you don't check that box, the card won't be stored.
• 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."

Contents:

• Manual Card Entry from the Client Profile
• Replacing a Card from the Client's Profile
• Manual Card Entry from the Appointment Modal
• Manual Card Entry in POS
• Manual Card Entry on the Booking Widget

Manual Card Entry from the Client Profile

1. Navigate to the Client tab
2. Locate the client that needs to be updated
3. Click the "edit" icon to the right of "Details" section on the client's profile
4. The client's information modal will appear. At the bottom of the modal, locate the "+Add a Credit Card" option
5. The Cloud9-hosted credit card entry form will appear
6. Enter the details > Add
7. The card's last 4 digits as well as its expiration date will be shown
8. Save

Replacing a Card from the Client's Profile

1. Navigate to the Client tab
2. Locate the client that needs to be updated
3. Click the "edit" icon to the right of "Details" section on the client's profile
4. The client's information modal will appear. At the bottom of the modal, "Replace credit card"
5. The Cloud9-hosted credit card entry form will appear
6. Enter the details > Add
7. The card's last 4 digits as well as its expiration date will be shown              
8. Save

Manual Card Entry from the Appointment Modal

1. Navigate to the Scheduler > Open a pre-saved appointment
2. Click "Add Card"                                                                                                                                                                                                                                                                                                                                                                                  
3. The Add Card modal will display the credit card entry form hosted by Cloud9
4. Enter the details > Add
5. Verify the card's last four digits as well as its expiration date before saving      
6. Once saved, the card's last 4 digits will be shown on the appointment modal and also the client's profile                                                                                                                                                                                                                                            

Manual Card Entry in POS

1. Navigate to POS > Create a ticket 
2. Take Payment                                                                                                                                                                                                                                  
3. On the take payment page, click "Key in Card"
4. The Key-In Card modal will display the credit card entry form hosted by Cloud9
5. Enter the details > Save to client profile > Add
6. Charge the card                                                                                                                                                                                                                                                
7. Once saved, the card's last 4 digits will be displayed as a payment option 
8. Close Ticket

Manual Card Entry on the Booking Widget

1. Navigate to the booking experience
2. Select a service and a time
3. On the checkout page, complete the intake form (if required) and complete the credit card entry form hosted by Cloud9                                                                                                                                                                                                           
4. Complete booking

Client Updating Payment Method

Clients can update their payments from their accounts on the booking widget. 

1. On the booking widget, click the dropdown arrow beside their initial at the top of the page
2. Click Account from the dropdown list
3. They will be directed to their account, click Payments in the left-hand panel
4. Add Card.
5. From here they can update their payment details using the credit card form hosted Cloud9
6. Add

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