Guide
- Go to Clients, then select the client
- Click More Options, in the top right, then Manage credit cards
- The Manage Credit Card pop-up will appear
- Optionally, click Add new card to start that process
- Optionally, click the delete icon (🗑️) on any card to remove it
Notes
- Before using stored cards, you'll need to connect to Square
Video
Related
- How to connect a Square account to a ClinicSense account
- How to reduce lost revenue by setting up No-Show Guard™️
- Using on-file credit cards to pay invoices in ClinicSense