Collect payments using client saved cards
In this guide, you’ll learn how to use saved cards to securely charge clients without requesting their payment details each time.
- How using a client’s stored card works
- Collect a payment for a same-day appointment
- Collect a payment at checkout
How using a client’s stored card works
A saved card is a payment card securely stored on a client’s Fresha account. Once added, it appears as a payment option at checkout, making it quick and easy to complete sales without re-entering details.
The main way to collect a saved card is by setting up upfront payments. This means clients either pay a deposit or confirm their appointment with a card during booking. Their card details are then securely stored, allowing the same card to be used later when they check out for their appointment. Clients stay in full control and can update or remove saved cards at any time.
Collect a payment for a same-day appointment
When checking out a same-day appointment, you can charge the client’s saved card right away without adjusting the cart or appointment amount, making it a quick and simple way to collect payment.
- Open an existing appointment from your Calendar.
- In the right panel of the appointment view, click on the Pay now button at the bottom to immediately charge the client’s saved card for the appointment amount.
When the payment is processed, the appointment is marked as completed in your Calendar, Appointment list, and the client’s profile. A sale record is created, which you can share with the client by email or print.
Collect a payment at checkout
- To create a new sale, you can either raise a new sale or select Checkout from an appointment and make any adjustments to the cart.
- In the right panel of the cart view, click on the Continue to payment button at the bottom.
- In the left panel, under the client's payment methods, select their saved card.
- Click on the Pay now button at the bottom of the right panel to process the client's payment and complete the sale.
When the payment is processed, a sale receipt is created, which you can share with the client by email or print.
FAQs
Clients can update their stored card details in their Fresha marketplace Wallet under Cards. Once updated, the new details are automatically reflected in your workspace.
If a client pays a deposit with a different card than the one already stored, the new card replaces the previous card in their account.
If a client’s stored card is declined, a notification appears in the checkout view. You can ask the client to complete payment using an alternative method, such as self checkout or Tap to Pay to complete the payment.
If a stored card is declined, a notification appears in the checkout view. You can then ask the client to provide an alternative payment method to complete the payment.
Once a sale has been completed, the payment method cannot be changed. If the wrong method was used (for example, client card instead of cash), you’ll need to refund the original card payment and then raise a new sale with the correct payment method, such as cash.
A client might receive a text message when paying with a saved card to authorise and confirm the payment. This added security step helps protect the client and ensures the payment is processed safely.