This article will show you how to securely save a client's card details to their profile using PhorestPay for use in future payments.
In this Article
Storing Card Details Without Taking a Payment
Client Has Their Card With Them in Person
You can securely store a client's card details to their profile without charging a payment to their card using your PhorestPay Card Terminal.
To do this, go to Clients > Search for and click on the client's profile > Wallet > Add Card.
Next, select the PhorestPay Card Terminal you would like to use to capture the card details securely, then click Save Card.
Your PhorestPay Card Terminal will then instruct your client to Tap, insert or swipe their card. Once this is done, their card details will be saved and can be used in future payments through Cardless Checkout.
Over the Phone
United States Only
This feature is currently only available in the United States.
If the client is not in the salon, you can still store their card over the phone without taking payment.
To do this, go to Clients > Search for and click on a client to open their profile > Wallet > Add Card > Choose that the client is On the Phone > Select the terminal you wish to use > Click Save Card.
You will then be prompted to enter the client's card details, as well as the client's postcode, into your PhorestPay Card Terminal.
A temporary $1.00 authorization charge will be processed to verify that the card is valid. This charge will be reversed immediately after.
Storing Card Details When Taking a Payment
Client card details are securely stored when one of the following occurs:
- A client makes a booking online.
- You choose to save card details when taking an In-House Deposit.
- You choose to save card details when taking payment using your PhorestPay Card Terminal.
- You choose to save card details when using the Virtual Terminal.
How Secure is Card Storage with PhorestPay?
Phorest Payments are Powered by Stripe, who have the very highest security and Level 1 PCI Compliance. Neither you, your staff, nor Phorest staff has access to the raw card details at any stage.