Use cases
- Faster phone / email orders for trusted regulars (increases conversion rates)
- More secure alternative to manual card entry
- Enables one-click checkout on your Santé website
Take a look at how you can store a customer card on file in the video below:
Timestamps:
Storing a card on file: 1:09
Charging a card on file: 1:57
Customer-side process in e-commerce website: 2:39
Step-by-step instructions
A. Storing a card on file
1. In the left navigation bar, click Customers.
2. Search and select the customer’s profile.
3. Scroll to the Cards on File section.
4. Tap Add Card on File.
5. Enter the card details and tap Save.
6. After fraud screening, a Card Saved! prompt confirms the card is stored.
B. Charging a card on file
1. In the left navigation bar, click Checkout.
2. Add the customer to the sale.
3. Click Checkout.
4. Select Cards On File.
5. In the popup, select the card desired for the transaction.
