Token / Credit Card on File Update for 2.7 Details

Token / Credit Card on File Update for 2.7 Details


IMPORTANT INFORMATION REGARDING TOKENS ON FILE & MEMBERSHIPS

ATTENTION: The next Inspire by STX update coming the week of 8/23will clear ALL the current client credit card information stored for Tokens on File & Memberships.

Clover Credit Card Processing has issued new security & formatting requirements for saving credit cards on file, also known as tokenization. The great news is that Clover will no longer be charging a $0.01 to store the credit card. The not so great news is that in the next Inspire by STX update, all the currently stored credit card information associated with the Token on File & Membership features will be deleted. Our team is providing you this information in advance to prepare your team for any actions necessary to accommodate your business operations and requirements after the update is implemented.  

The Inspire by STX team understands that this change will impact your team and clients.  Our developers have implemented additional features to empower your team and your clients with easy methods to update the card information.  The next Inspire by STX update will also offer the following features:

Client Self-Update Token on File & Membership Credit Card via Online Booking Login - Clients will now be able to update their own credit card information for Token on File & Memberships via their Online Booking login.  We recommend using email marketing to encourage your clients to update their credit card information on file themselves.  

Located: Online Booking Login > My Account > Payments Tab

Worker easy-to-use “Update Token” button - Workers at your business can easily update the membership credit card information mid-billing. 

Located: Client Card > Accounts Tab > Active Memberships
Additionally, we created a simple but direct email for you to request that your clients update their credit card on file via your online booking. We encourage you to click the link below to get started on your email template so its ready to send next week. 


Below we have included some Frequently Asked Questions regarding these changes.  Additionally, our support team is happy to answer questions or assist you by replying to this email, emailing us directly at support@stxsoftware.com or via phone 1-800-766-4778, option 2.

What does that mean to my business?  
After this next update, the Token on File feature will not work until you update the credit card information related to the Token on File for that client.  The Memberships will also not auto-bill until the credit card information is updated. 

Can I use my current cards on file until I can get the card updated?
The Inspire by STX development team has made every attempt with the Clover development team to see if there is any possible way to keep the card information and make this process smoother, but unfortunately that option was not available.  Once the update is pushed, the previous card on file information will be wiped. 

How do I update the credit card information for a Token on File?
After the next update, simply go to the Client Card > Accounts Tab > Token on File and click “Create Token”.

How do I update the credit card information for a Membership?
After the next update, simply go to the Client Card > Accounts Tab > Memberships and click “Update Token”.

What if I require a Card on File to book online?
The setting will remain as-is and clients will still be required to enter a credit card to book an appointment online. Any clients who previously had a card on file will to book will no longer have a card on file once the update is pushed.  Once the update is released, your team may want to consider reaching out to gather credit cards for online booked appointments. 

Tip: Online Booked appointments will have an "o" next to the client name on the appointment. 

Will my Memberships be deleted?
No, the membership records will still be there but the credit card information will be removed and will not auto-bill until the credit card information is re-entered.

What if I don’t use Online Booking?
Businesses could still use the Online Booking Link to have clients login & update their card information. If you do not enable your worker’s to offer services booked online, only the client’s account information would be accessible.

Can I see which clients had a Token on File?
The owner of your business can request a spreadsheet of the clients who had a Token on File saved.  To request the list, contact Inspire by STX Support at 1-800-766-4778 and verify yourself as the owner of the business. 

Can I see which clients have or had a Membership?
Yes! Go to Reports > Sales Reports > Memberships Report, then select the drop down for Active or Inactive memberships.

What is an easy way to get a lot of token on file’s updated?
Mass email your client list or filter clients with upcoming appointments via Inspire by STX Marketing > Lists > Client Filters. 

Can I get additional support regarding this change or sending emails?
Absolutely!  Please contact us at 1-800-766-4778, option 2 or email support@stxsoftware.com.  We’re happy to answer any questions you have.  





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