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Remove a Saved Card. Six Clicks. Gone.

Product Success Team
  • Updated

 

Need to remove a client's saved card? It takes less than a minute, here's exactly how.

01

Click Clients

 

D77D4B9C-3F38-4B5D-AA1B-6B271E4F8917.jpeg

 

 

 

 

02

Select the Client

Open their profile

 

70653A40-9146-4117-8F8B-4881BBEBB13D.jpeg

 

 

 

 

03

Saved Credit / Debit Cards

Click the section

 

0168684C-AD3C-4965-A7F7-46B69F5F6420.jpeg

 

 

 

 

04

Click the Tri-Dots

Next to the card

 

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05

Click Remove

 

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06

Click OK

To confirm

 

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Heads up: 

Removing a saved card is permanent. Make sure you have the client's updated payment details before removing their current card on file.

Card removed:

The client's payment info has been deleted from their profile — safe and instant.

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