How to add a client card (debit/credit) on file - (3 routes)

1) Add a Card on File through Client Profile

Login to the Online Calendar

• Search for the client who you wish to add a Card on File for

• Click on their name to be redirected to their Client Profile
  • If a client has a Card on File, the Client Profile will display a Card Icon with a checkmark

• In their Client Profile, select the "Account" tab
• In the Account tab, you can:
  • View a clients Card(s) on File
  • Add a Card on File

• Click + Add Card to add a Card on File
  • Fill out:
  • The card number
  • The expiration date
  • The CVV
  • The Zip or Postal Code 
• Click Add Card

• A success message will appear once the card has been successfully added

Note: A valid email on file is required to add a Card on File.

2) Add a Card on File through Checkout

Login to the Online Calendar

• Click on the appointment of the client who you wish to add a Card on File for

• Click Checkout at the bottom of the Appointment Details screen

• Under the Balance Due section, if a client has a Card on File it will display there
• Click the + Add Card to add a Card on File
  • Fill out:
  • The card number
  • The expiration date
  • The CVV
  • The Zip or Postal Code
• Click Add Card

• The new Card on File will display 

3) Add a Card on File through the Business App

Login to the Cojilio Business App (iOS)

• Click the icon in the bottom menu

• Search for the client who you wish to add a Card on File for
• Click the 3 dot icon to view the clients Payment section

• In the Payment section, you can:
  • View a clients Card(s) on File
  • Add a Card on File

• Click the + Add Card to add a Card on File
  • Fill out:
  • The card number
  • The expiration date
  • The CVV
  • The Zip or Postal Code
• Click Add Card

• The new Card on File will display