Resources to help you set up card capture and cardless payments
To help you share the latest great Timely updates with your clients and staff, we’ve put together some content and resources that you and your clients get the most out of cardless checkout and card capture.
In this guide we will cover:
Why you should take some time to talk about Cardless checkout
Cardless checkout and card capture have so many benefits for both you and your clients so we recommend that you try a few tactics to get the word out and make sure you get the most out of these awesome features. Take a look at the content below to help with social media posts, SMS campaigns and emails for your clients.
We’d also recommend talking with your team about why this is important to your business and how you can best use it to provide an amazing client experience. Things like checking if a client has a saved card before you see them lets you use this to improve their experience. Here is a list of some of the benefits for you and your client to help that discussion.
| Benefits for you | Benefits for your clients |
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Click here for help setting up Cardless checkout
Downloads
Click here to download social media images you can use to help encourage clients to save their card with you.
Click here to download a printable guide explaining how cardless checkout works - great for popping at the front counter or pinning on the notice board.
SMS campaign ideas
Send an SMS campaign to your clients asking them to sign in and store a card for future use!
Use these as a jumping off point for SMS campaigns to clients
- Cardless checkout has arrived at INSERT BUSINESS NAME! You can now store your card with us and pay ‘uber-style’ at your next appointment. Save your card here INSERT 'MY CARDS' CLIENT LOGIN LINK We look forward to seeing you soon!
- INSERT BUSINESS NAME just keeps getting better! We’ve added a great to way to pay next time you visit; upload your card to our secure system and you’ll be able to pay completely cardfree at your next appointment, just like uber! Add your card here INSERT 'MY CARDS' CLIENT LOGIN LINK
- You can now use cardless checkout at INSERT BUSINESS NAME. This means you can pay using a saved card when you visit us; it's so easy! Log in to store your card securely INSERT 'MY CARDS' CLIENT LOGIN LINK or save your card next time you book online
- We’re making improvements to the way you book with INSERT BUSINESS NAME. Next time you book with us you’ll be asked to save a payment card to secure your booking. This helps protects our business, plus it means you can pay without presenting your card next time you visit us, just like uber! Log in to store your card securely INSERT 'MY CARDS' CLIENT LOGIN LINK or save your card next time you book online
Learn more about how to send SMS campaigns from Timely
Email copy ideas
Email 1
Hi! I hope you're well! I'm just getting in touch as I need your help!
We’re using a new feature called Cardless Checkout. This means if you have saved a card to your account we will be able to process your payment from your account! No need for you to get your card out, remember your pin etc, a bit like using Uber or Amazon!
But to do this I need your help by adding your card to your account, it's super easy, I know some of you have already done it.
If you click this link it should take you straight to add a card, if it asks you to login thats okay, just follow the instructions and then if it doesn't take you to add a card simply click your name and then my cards
INSERT 'MY CARDS' CLIENT LOGIN LINK
I really hope you'll enjoy this amazing new feature!
INSERT BUSINESS NAME
Email 2
Hi CLIENT NAME
We’re making improvements to the way you book with us at {business name}. Next time you book with us you’ll be asked to save a payment card to secure your booking. This helps us offer you the best possible service by ensuring services run as scheduled, protects our business from no-shows, plus it means you can pay without presenting your card next time you visit us, just like uber!
You can check your saved cards at any time in our secure online portal here [client login link]. It uses the same levels of protection as your bank and meets the highest standards for internet security.
Thanks for your cooperation
INSERT BUSINESS NAME
Copy for social media posts
- Cardless payments are here! You can now pay ‘uber-style’ when you visit us at INSERT BUSINESS NAME! When you book with us we’ll ask you to save a payment card in our secure online portal which you’ll then be able to use to pay for your appointments. It's fast, easy and convenient!
- We’re upping our security at INSERT BUSINESS NAME. Next time you book with us you’ll be asked to save a payment card to secure your booking. This helps us offer you the best possible service by ensuring services run as scheduled, plus it means you can pay without presenting your card next time you visit us, just like uber! Thanks for your cooperation
Click here for free images to use on your Social Media
Website FAQ
Add this to your website to let new clients know about your payments
Cardless payments
For your convenience, you can save your card with us and make use of cardless checkout. The cost of your service and any products you may want to purchase will be deducted from your chosen card at the end of your service; no need to present your card! You can manage your cards via our website {Insert your Client Login link}
Revenue Protection
When you book with us you will be required to save a payment card to secure your appointment. If you cancel within our cancellation terms, or do not show up to your appointment, your card will be charged a fee in line with our cancellation policy. You can manage your saved cards here {Insert your Client Login link}
Card Capture with Deposits
When you book with us you will be required to pay a deposit to secure your appointment. If you cancel within our cancellation terms, or do not show up to your appointment, your deposit will be help in line with our cancellation policy. You will also be asked to save your payment card when you pay your deposit. This speeds up your booking process the next time you book with us, and also allows you to make use of our cardless checkout experience. You can manage your saved cards here {Insert your Client Login link}