Your new card reader can be used for more than one-time transactions. In this article we'll discuss how you can turn that one-time payment into a saved payment source that can be used for future transactions.
Adding a New Card
To begin, navigate to the patient of your choosing and select their Payment Options tab. From here, take the remaining steps below:
- Click the + Add Card button located at the top of the page.
- Next, select Card Reader and choose your office's desired card reader from the dropdown
- Ask the patient to enter their card once you see "Waiting for Card Input"
- Your patients will be prompted to enter their card with the message below
Once done, the card used during this process will be saved to their Payment Options as you'd normally expect. This can now be used for membership dues as well as manually created invoices.
As always, if you have a question regarding your card reader, please contact the Hint Customer Success team at any time.