Storing a Credit Card inside a Patient Profile allows for faster and secure checkout for future appointments. This article will walk you through How to Store a Credit Card in a Patient Profile
| Note: You must have a Stripe Payment Gateway enabled in order to save credit card information. Learn How to Set Up the Stripe Payment Gateway |
Step 1: Checking Out
When checking out a patient and you get to the Receive Payment popup, enter the credit card details in the Card Holder Name, Card Number, Expiry Date and CVC fields.
Step 2: Save Card
Select the Save card checkbox to save the card encrypted in the patient profile under their Accounting tab to be used in future transactions.
Conclusion
The payment card will now be securely stored inside the Patient Profile under the Accounting tab