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Adding Payment Methods To A Client Profile (Credit Cards & ACH)

Staff members can add payment methods (Credit Cards or Bank Accounts) to a client's file at any time.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

Adding Payment Methods

Staff members can add payment methods (Credit Cards or Bank Accounts) to a client's file at any time.

  • Credit Cards: Can be added by Staff or by the Client (via their own login).

  • ACH (Bank Accounts): Can only be added by Staff members. Clients cannot add bank details on their own for security reasons.

Saving A Client's Payment Info To Their Profile (Desktop)

  1. At the top of any Pike13 page, select Clients.
  2. Navigate to the Client's Profile.
  3. In the right-hand menu, select Payment Methods. 

  4. Choose the type of payment to add:

    • + Add New Card: Enter the credit card details.

    • + Add New Bank Account: Enter the routing and account numbers for ACH.

  5. Click Save.

Saving A Client's Payment Info To Their Profile (Mobile & Staff App)

  1. Open the Staff App (or mobile browser).

  2. Tap the Menu icon (three bars ≡) and select Clients.

  3. Search for and select the client.

  4. Tap the Down Arrow to the right of the Client's name to reveal options.

  5. Tap Payment Methods.

  6. Select Add New Card or Add New Bank Account.

  7. Enter the details and tap Save.

Note: Saving Payment Information During Checkout

You can also save a card while processing a sale.

  1. During the Secure Checkout process, enter the client's card number (or swipe the card).

  2. Before clicking Finish, check the box labeled Store [Client's] credit card.

  3. Complete the sale.

    • Result: The card is charged for the current sale AND saved to their profile for next time.