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 sent from Clover (the gateway processor) with a button to manage the card on file with the following rules:
- If a client has no primary email and a business adds the token on file - the confirmation email is sent to the company email.
- If a client has a primary email, and the business add the token on file - the confirmation email is sent only to the client's primary email.
- If a client updates their payment information for the Token on File via the Online Booking Link - the confirmation email is sent only to the client's primary email.
If a client removes a card on file from the Clover Gateway management page, the business is not alerted and the appointment will remain as booked.
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