This article will show you how you can save/add a client's credit card details either automatically at checkout or manually through their client card.

  In Europe/Australia and using PhorestPay?

This article applies to businesses in North America only using PhorestPay. If you're in Europe or Australia and using PhorestPay, check out this guide for information on Cardless Checkout with PhorestPay.

Video Guide


Step-by-Step Guide

Storing a Card at Checkout

  1. When processing the payment, choose the payment type Credit.
  2. Check the Save Card Details box (checked by default) then continue with and complete the payment. 

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Storing a Card Manually

  1. Go to Clients, search for the client, then double-click to open their Client Card
  2. Select Credit Terms.
  3. Select Add Card.
  4. Your PhorestPay device will prompt for card details to be entered.
  5. Once the card details have been entered, you will then see the card details have been. Remember to press Save to finish.

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The next time this client goes to pay for an appointment, you will have the option to use this stored card (see Using a Stored Card for Payment).

Note: Staff members must have View and Edit Credit Terms enabled in their Access level to do this. Check out this guide to find out how to adjust Access levels.


Using a Stored Card for Payment

To use the stored card click the PhorestPay payment type and click Pay once again, the PhorestPay device will then ask you to confirm the amount.

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If the client has multiple stored cards, you will see an arrow next to the PhorestPay payment type, and can click it to select a card.


Using a Stored Card for Payment in Phorest Go

To use the stored card in Phorest Go tap the PhorestPay payment type and tap Pay once again, the PhorestPay device will then ask you to confirm the amount.

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If the client has multiple stored cards, you will see an arrow next to the PhorestPay payment type, and can click it to select a card.

Split Payments in Phorest Go

If you attempt to split a payment between two merchant accounts using a stored card on Phorest Go, the transaction will be fully settled to the merchant account related to the first item on the ticket.

For example; If you have a ticket where the first service was provided by a self-employed staff member with their own merchant account, and the second service was provided by an employed staff member, all funds will be transferred to the self employed staff member’s merchant account.


PhorestPay Device:

When storing and using a client's credit card to pay for an item, your Phorest system will look for the default PhorestPay device. If you have multiple PhorestPay devices please ensure you are using the default device assigned.

You can check the default device assigned to that Phorest system by going to Manager > Settings > Point Of Sale > Device > Credit Card Configuration

Note: Phorest does not store the card on the Phorest system but rather tokenizes the card, as the card details are stored on International Bancard's secure servers. This is fully PCI compliant. 

Please also be sure to read the important information regarding cardless checkout on PhorestPay

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