Optimize your sales process and increase customer retention with the Ability to Add Cards on File to Contacts. This new feature simplifies the sales process by allowing you to add credit or debit card information to your client's contact card for easy checkout and subscription payments.

Why Is This Feature Beneficial To Your Business?

• Reduced Churn: By adding the card on file yourself, you minimize the opportunity for error and customer frustration, ensuring transactions are completed easily.

• Optimize Business Efficiency: This feature removes the need to go to a different tab to bill your customers, streamlining the process and improving your results.

• Improved Customer Experience: With the card on file directly linked to the customer’s contact card, you can ensure that any errors are resolved promptly, providing the service they deserve.

⭐️ How To Use Ability to Add Cards on File to Contacts:

1. Navigate to the Smart Lists tab inside the Contacts section. Go to the contact card of the desired client by clicking on their name.

   

2. Open the Payments tab by clicking the dollar sign icon on the right side of the contact card.

   

3. Open the dropdown menu for actions and select "Add Card on File."

   

4. A pop-up will open for you to enter the card information. Click "Add Card."

   

Provide safe and convenient transaction processing to your customers by using the Ability to Add Cards on File to Contacts. Ensure you get the most revenue at the highest satisfaction level for your customers.