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Storing Cards on TimelyPay

  • Updated

TimelyPay now allows your clients to securely and easily save their card details when making an online payment!

In this guide, we will cover:

  1. How storing cards work on TimelyPay
  2. Why you should use stored cards
  3. Managing stored cards
  4. Restrictions on using stored cards
  5. Using stored cards for Cardless Checkout

 

How storing cards work for businesses

    1. Set up TimelyPay from the Add ons page and follow the on-screen instructions.
    2. Set up online bookings from the Online Bookings page and online payments from the Online Payments page. 
    3. Once your clients save their cards, you can view their saved cards under the Customer page.

How storing cards work for clients

      Clients can either save a card via the My Cards section of the Client Login or when they make a payment online. To save a card when booking online once they have selected their service, date and time they will need to:
  1. Log in to Client Login with a mobile number.

  2. They will have the option to stay signed in for 90 days when entering a confirmation code

  3. They will then confirm their details, agree to any cancellation policies and then make the online deposit payment. 
  4. When making the payment they will have to enter their details and select the box to agree to "Save my card for future payments"  

     Note: If you have card capture turned on this will not be optional

  5. They can manage their saved cards from the My Cards page of the client login

 

Why you should use stored cards

  1. Payments that clients love: Your clients can checkout online faster and securely with saved cards. Offer clients a better in store experience with cardless checkout.
  2. Keep card details secure: Because TimelyPay is using Stripe, we are PCI compliant and support 3D Secure checkouts. No need to store card details on your notes anymore.
  3. Protect your revenue (from no shows and cancellations): TimelyPay protects you from no shows with powerful tools that you control. Card capture reduces no shows by more than 60%.

 

How can clients manage their stored cards

Your clients' stored cards will be shown under the

My Cards page of Client Login. On this page, they can remove a card, set a new card as a default or add a new one:

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 are allowed to delete the card at any time.

How can businesses manage the stored cards of clients

Your clients' stored cards will also be shown under the Customers page of your Timely web app. On this page, you can:
  • See how many cards are saved against that client:

 

  • Remove a card on their behalf:

Note: you can delete a card at any time, even if a client has an upcoming appointment.

Can I update card details on behalf of my clients?

For security reasons, we will only allow you to delete stored cards and not update.

 

Can I add cards on behalf of my clients?

Yes. You will need to head to their client file in Timely and then click add a new card. You then follow the instructions to save their card87.png 

 

Can my clients update their card details on Client Login?

At the moment, your clients will be unable to update their card details from Client Login. In the meantime, they can delete an existing card and add a new one instead.

 

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. Card capture has been proven to increase the number of bookings you'll receive online, plus it helps protect your business by protecting against no shows, and offers an incredible client experience that will make every client feel like a VIP.

You can now choose whether to allow your clients to bypass the client login or not under the Online Booking section of Timely. If you choose to force them to login and you have card capture enabled they will have to save their card to make a booking. If you choose to make client login optional and have card capture saved the following rules will apply: 

Here you will see when the card capture is mandatory, optional or not available. If it is not available when clients are making payments online they can still add their card via the "My Cards" section of the Client Login

To learn more about enabling card capture, check this help article.

 

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, check this help article.

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