How To "Vault" Your Credit Card Information

IMPORTANT: Setup a Registered Account to "Vault" Your Credit Card Info

In certain cases, we require that you leave your credit card information with us to secure your appointment.  In such cases, we prefer that you setup your own Registered Account within our appointment scheduling system so that your credit card information is stored in a "Vault," away from prying eyes.  Even we can't see it.  

It's an extra layer of protection for your security.  You can access your card info in the "vault" anytime  (in case of a failed charge or expired credit card, for example).

How To Register for an Account to Secure Your Credit Card Info in a "Vault": 

In the Appointment Confirmation page of your Client Scheduling page, click on "Register for an Account " button (see Figure 1).

Another way to create a Registered Account is to click on the Change/Cancel Appointment link within the schedule confirmation email you received.  This will direct you to your Appointment Confirmation page (Figure 1) where you will see the "Register for an Account" button.

Figure 1: Appointment Confirmation Page

Things You Can Do Privately in the Vault

Having your own Registered Account will allow you to:

Since we cannot access your Registered Account and see your credit card info, this means we won't be able to help you in case of a Failed Charge. 

FAILED CHARGES ~ What To Do When a Charge Fails

When a charge fails, the subscription will be cancelled and you will receive a Subscription Cancelled email with the reason for the failure. You can then go to the Subscription Management page to update your credit card and reactivate your subscription.

Any owed payment on the subscription will be charged within about an hour of the subscription reactivation.  As confirmation, a Subscription Paid email will be sent to you.

How To Update or Change Your Credit Card Information for a Subscription Payment Plan

HOW:  watch Figure 2.

STEP 1: log into your Registered Account on the Client Scheduling page.

STEP 2: click on the subscription payment plan, then 

STEP 3: click Change next to the current credit card on file to change the credit card on your subscription. 

STEP 4: click Update Card Info to save this information! 

Figure 2

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