Who can use this feature?
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
- At the top of any Pike13 page, click Clients, and then select the client’s name whose payment info you want to add.
- 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.
Saving payment informtion 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.