How to put card on file

[Jamie]

I have read the instructions. I do not even see the "actions" button. How do I save a credit card "on file" ?????

[Sean]

Sorry to hear about the trouble! You can add the card directly from the Customer Directory tab once you select a customer. Here's a screenshot: 

[Complexions]

Is there any way to do this while creating a customer profile on a mobile device? I can't figure it out 😞

[puka]

👋🏼 @Complexions!

Just follow these steps:

• Tap the Navigation menu (3 horizontal lines in the top left)
• Go to Customers > All Customers > Create Customer
• You'll be prompted to fill out the Customer information.
• Once you do, scroll to the bottom and tap Card on File

Hope that helps!