First Steps!
Before using Cardless Checkout, you'll need to make sure you have set up your PhorestPay account. If you haven't already, check out this guide to find out how.
You will also need the latest version of Phorest, which you can download here.
What is Cardless Checkout?
You can offer a seamless checkout experience by processing a Cardless Checkout payment on the day of your client's appointments. Your clients want an Uber-like experience when checking out, and Cardless Checkout makes this a reality.
How are Card Details Stored?
Once a client's card details are stored, Cardless Checkout can be used. 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.
Is it Secure?
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.
How Much Does it Cost?
Where Can I Use It?
Cardless Checkout is available on Phorest and Phorest Go. If a client has a stored card on file, you will see an option to checkout using that stored card.
Phorest Go (Mobile)
When completing a payment on Phorest Go, a message will appear to let you know that a client has a stored card on file.
If multiple cards are stored, you can select from any one of them. We show the last four digits of each card so your client can be sure which one they wish to use
Phorest Desktop
Just like Phorest Go, you can also choose to pay with a stored card on the desktop. You can use the default card on file or choose from another if your client has more than one on file.
If the client has more than one stored card, you'll see a dropdown option to change cards. By default, the most recently used card will be selected.
How do I Apply a Tip with Cardless Checkout?
Click here for a guide on how to take a tip using a client's stored card.
How do I Remove a Stored Card?
If you have stored a client's card details but need to remove them, check out this guide to find out how.
Reporting
Cardless Checkout payments will be included in the PhorestPay Credit Card payment type total on the Finance Report
and in the PhorestPay Credit payment type total on the Legacy Financial Totals report.