HOW TO ADD A CREDIT CARD ON FILE IN THE CUSTOMER PROFILE

This workflow is typically used for customers that have billing privileges but it can be used for all customers.

In the customer profile, select the Payment Methods tab and click on Add a Credit Card.

HOW TO ADD A CREDIT CARD ON FILE FROM THE TEE SHEET

When making a new reservation over the phone or in person in the pro shop, you will now be able to capture a golfer's credit card information. The card will be saved to their profile, and can be used for payment upon check-in. 

This feature is useful when a golfer's credit card has expired, as you can add a new one directly in the booking. We have also added the ability to quickly consult the player's profile or remove them from the reservation.

(open gif in new tab for larger view)

Did this answer your question?