Enable Cards on File (How-To)

Article Details

Summary

Saving a credit card to a customer's owner profile lets you process card payments quickly. You can select the card on file any time the customer checks out of a reservation or makes a point of sale purchase. Subscriptions also need cards on file. To save cards on file, you must use integrated credit card processing.

Before You Begin

  • A VISA icon under the owner's name shows that the customer has a card on file. It shows on the Dashboard, the Calendar Details page, and many other places you see an owner's name in Gingr.

    Card on file notification.

  • If you do not use a credit card terminal but use Gingr's integrated credit card processing, turn on Allow manual card entry at Left-hand Navigation: Admin » Credit Card Processing to save cards on file.

Steps

  1. Go to Left Navigation: Admin » Owner Form.
  2. In the ToolBox on the right side of the page, select the Credit Card field type to add it to your owner form.

    Menu with file and document options

  3. Select Save.

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