Send Credit Card Link

Option 1: From a Booking

1. Go to the Bookings List.

2. Click the pencil icon (✏️) next to the relevant booking to open its details.

3. In the Payment section, click the pencil icon again.

4. Select Credit Card Link.

5. Click the copy icon (📋) to copy the link.

6. Share it with your client via email, text, or your preferred communication channel.

7. Once your client enters the payment details, the card is automatically linked to the booking and its future recurrences.

Option 2: From the Client Profile

Use this option to save the card on file for the client (not tied to a specific booking).

1. Go to the Customers tab.

2. Locate the client and click their name to open their profile.

3. In the Payment Method box, click the link icon (🔗).

4. Click the copy icon (📋) to copy and share the link.

When the client enters their card details, the information will be securely stored on their profile and available for future use.

💳 Assign a Saved Credit Card to a Booking

1. Go to the Bookings List.

2. Open the relevant booking by clicking the pencil icon (✏️).

3. In the Payment section, click the pencil icon.

4. Select Saved Payment Methods.

5. Choose the correct card to assign it to the booking.