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Adding Credit Cards

How to add a credit card to a customer

M
Written by Matt Panton
Updated over a month ago

In order to add a credit card to a customer's account

1. Go into the customer's account & click on the CC icon.

2. After clicking on the credit card button, SMRT will give you the option to manually type in the card information by clicking on the 'Keyboard' button, or allowing the customer to tap, swipe, or insert their card on the Stripe terminal by clicking on the 'Terminal' button.

3. Once the CC has been added correctly, you will see SMRT confirming the card in two areas:

  • The last 4 digits next to the card icon

  • Then when you click the card icon you'll see when it was added and by who. Along with if the card is currently working.

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