How to Manage Cards on File for Contacts on the Mobile App

Payments sit at the heart of most businesses, often marking the most important moment in a customer's journey. If you manage your business primarily through the Mobile App, here's how to securely save and manage customer cards directly from a contact's Payments section.

Adding A Card

Open the mobile app and navigate to the Contacts section.

Select a Contact.

Go to the Payments section and tap the floating action button (+).

Select Manage Cards on File.

Click "+ New card" then enter the card details and save the card to the contact.

Removing A Saved Card

Open Manage Cards on File for the contact.

Swipe left on the card you want to remove and tap Delete.

Confirm the action when prompted.

This keeps checkout quick, customer payment details organised, and repeat payments smooth, all from your Mobile App.