Add a New Card to an Account

Modified on Mon, 17 Oct 2022 at 06:03 PM

In order for a client to pay their bill online, or for you to take automatic payments, the client MUST add a credit or debit card to their account.

How does a Client Add a New Credit or Debit payment card to their Account?

Navigation: Click the link "go to portal" from any Client's account > Payment Methods

Step 1

  • Click the option "Add or Change a Payment Method."

Add a credit or debit card in software for dog walking

Step 2

You will either see an empty "Manage Payment Methods" screen if you haven't registered a card previously.
OR
You will see existing card details. You can add as many payment methods as you wish.
  • Click "+ Add new card."

Manage payment methods to add a card in pet sitter software

Manage payment methods to add a card in dog walking software

Step 3

  • Enter the card information in the panels provided.
  • Remember to enter the 3-digit security number, which is the last 3 digits off the panel on the reverse of your card.
  • You may also be required to fill in the postal code of the address where the card is registered.
  • Click "Add Card."

Enter payment card details to register a card in dog boarding software

Step 4

When the card has been added successfully they will see the screen below.

  • To view all the cards registered on the account, click "Manage cards."

Succesful message when adding a card in cat sitting software

Step 5

From this screen, you can now manage your credit cards, change the default card for payments to be taken from, delete an expired card or add another new card.

You can add more cards from here in pet sitting software

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