How to store billing information

When clients pay by credit card, they can choose to store their billing information in the system. That way, they can still pay for products and services even when they leave their wallets at home. It’s a win for everyone.

To store a client’s payment card information during the checkout process:

  • Just swipe or key in the card, as usual.
  • Pass the iPad to your client so he or she can sign for the purchase and agree to the terms of the sale.
  • When the client pressesI Agree, MINDBODY Express™ will ask to store the billing information for this card. The client can press “No” or “Store Info,” depending on his or her choice.

 

Once you store billing information for a client, “Card on File” will show up as a payment method when this client makes a purchase.

 

  

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