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Timely’s built-in payment solution, TimelyPay, lets you take payments online and in person, so it’s easy for clients to pay you securely. With a quick set up it helps reduce no-shows by letting you take deposits and charge cancellation fees. You can also sell gift vouchers and manage your payments in one place. There are no hidden costs, just pay the standard processing fees, and once a payment is settled, the money is paid into your bank account the next business day. That means no waiting around for payments to clear.
In this article you will learn how to store cards on TimelyPay. For more information on this feature, see our help guide Introduction to TimelyPay.
How does storing cards work for businesses?
You will need to setup TimelyPay. To do this, head to TimelyPay from the setup menu, and then follow the onscreen instructions. You will also need to set up online bookings and online payments. Once your clients save their cards, you can view their saved cards on the customer page.
How does storing cards work for clients?
First your client will need to login to client login with their mobile number. They will have the option to stay signed in for 90 days when entering a confirmation code.
They will then confirm their details, agree to any cancellation policies and then make the online deposit payment. When making the payment they will have to enter their details and select the box to agree to save my card for future payments. If you have card capture turned on this will not be optional.
Why should I use stored cards?
How can clients manage their stored cards?
They can manage their cards via the my cards page of client login. On this page, they can remove a card, add a card, and set a new card as a default. We prevent a client from removing their saved card if you have made card capture mandatory and the client has an upcoming appointment.
If the client wishes to delete their card, they must cancel the appointment first or add another card. If the client tries to cancel within a period when the cancellation fee is supposed to be charged, they won’t be able to remove the card at all and will have to call you. You can delete a card at any time, even if a client has an upcoming appointment.
Can I add and update card details on behalf of my clients?
For security reasons, we will only allow you to delete stored cards and not update. You will need to head to their client file in Timely and then click add new card, you can then follow the instructions to save their card.
Can I enforce capturing a card from my clients?
Yes, you can encourage more clients to save their card with you by enabling card capture. Card capture will require clients to save their card into Timely when they book or pay with you online.
Is the card capture feature turned on |
Are you taking online payments? |
Has your client |
Is saving their card mandatory? |
Yes |
Yes |
Yes |
Mandatory |
Yes |
No |
Yes |
Mandatory |
No |
Yes |
Yes |
Optional |
No |
No |
Yes |
Not available |
No |
No |
No |
Not available |
No |
Yes |
No |
Not available |
Yes |
Yes |
No |
Not available |
Yes |
No |
No |
Not available |
Can I take payments from a stored card?
Yes, TimelyPay allows you make payments against your clients’ saved cards at checkout. Any client who has saved a card will automatically have it added as a payment type at checkout, no need for you to update anything! To learn more about cardless checkout, see our help guide TimelyPay: Cardless checkout.