How can I tell if there is a token on file for a client?
A token on file can be viewed, added, updated and deleted in the Client Card on the Accounts tab. Once a token on file is stored, a token symbol followed by "Token Present" will appear in express booking, find appointment and checkout.
See below for examples of the Token Present icon & note:
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How can a client update their credit card for Token on File and/or Memberships?
Clients can update their own token on file by following these simple steps: Login to Online Booking Businesses can locate their Online Booking link in Setup > Setup Appointments & Emails > Online Booking Link Click MY ACCOUNT Click on PAYMENTS Enter ...
Credit Card Token on File Marketing Announcement
Our team here at Inspire by STX has created a basic template for businesses to repurpose to share the credit card token on file update with their clients. Follow these steps below: First, open the attached text file (at the bottom of the article) or ...
How do I add or update a client token on file?
To save a credit card on file for a client Go to Clients Search and select the client Click on the Accounts tab Scroll down to the bottom, click Create Token Enter the required card information Click Save When a Token on File is updated, and email is ...
How do I use a Credit Card on File / Created Token?
On the Client Card > Accounts tab, users can save a credit card to be used later by using the Create Token button. Also, businesses can require a credit card on file to book an appointment online through Setup > Setup Appointments & Emails > Online ...
Tippy: Using a Token on File or Clover Manual
To use the Token on File for a ticket with a Tippy Tip: When the transaction is sent from Tippy to the Clover device Click the X on the Clover device to cancel From Inspire by STX click the Payments Tab Select Token on File If the Clover device is ...