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How do I add a client's payment information to their profile?

Who can use this feature?

Pike13 Plan:

✓ Premium
✓ Advanced
✓ Essential

Role:

✓ Primary Owner
✓ Owners
✓ Managers
✓ Staff
✗ Limited Staff

Choose your Pike13 experience

This article contains instructions for

Staff members can add credit card information to the client’s profile. Staff members are the only ones who can add ACH information to the client’s profile—clients cannot.

Saving a client's payment info to their profile

  1. Click on the 3 bars in the upper left hand corner.
  2. Select Clients.
  3. Click on the down arrow in the upper right hand corner.
  4. In the right menu of the client’s profile, click Payment Methods, and then do one of the following:
    • To add a new credit card, select + Add New Card, and then enter the payment information.
    • To add ACH information, click + Add New Bank Account, and then enter the payment information.
  5. Click Save.

Note

Saving payment information during checkout

Staff members can also save a client’s payment information during checkout by swiping the card or keying in the card number, making sure that Store [Client’s] credit card is checked, and then click Secure Checkout.

Saving a client's payment method to their profile

  1. At the top of any Pike13 page, click Clients, and then select the client’s name whose payment info you want to add.
  2. In the right menu of the client’s profile, click Payment Methods, and then do one of the following:
    • To add a new credit card, select + Add New Card, and then enter the payment information.
    • To add ACH information, click + Add New Bank Account, and then enter the payment information.
  3. Click Save.

Note

Saving payment information during checkout

Staff members can also save a client’s payment information during checkout by swiping the card or keying in the card number, making sure that Store [Client’s] credit card is checked, and then click Secure Checkout.