For those using Jane Payments, you can safely and securely store clients’ credit card information on their profile. Start by heading to the client’s profile > Billing > Credit Cards > Add Credit Card.
From here, you enter the client’s credit card information, add a Nickname, and assign a colour. Credit cards can be manually entered in Jane, or some clinics use a USB swiper to auto-populate some of the card details to save a bit of time.
The nickname is helpful when credit cards are shared amongst family members, for example, using ‘Dad’s card’ for a minor.
Finally, hit Save and the credit card will be available for future use!
If you have any questions or need a hand, feel free to reach out to our support team at [email protected].