Client Wallet ​

The Wallet tab in a client’s profile stores saved payment methods (cards on file). These cards can be charged at checkout without re-entering card details.

Accessing the Wallet ​

  1. Open Clients and select a client
  2. Click the Wallet tab

The Wallet tab is only visible when the Sales feature is enabled and Stripe is connected for the selected location.

Adding a Card ​

Add card form in the client wallet

  1. In the Wallet tab, click Add card
  2. Enter the card details in the secure Stripe form
  3. Click Add card to save

Cards are stored per client per location. A client can have up to 3 saved cards per location. If the limit is reached, remove an existing card before adding a new one.

Managing Cards ​

Saved cards in the client wallet

  • Set as default – The default card is used first when charging at checkout. Click the star icon to set a card as default
  • Delete – Click the trash icon to remove a card. You’ll be asked to confirm

Expired cards are shown but cannot be used. Delete them and add a new card.

Requirements ​

  • Stripe Connect must be connected for the location
  • The client must be viewed in the context of a location (e.g., from the Calendar or with a location selected)

If Stripe isn’t connected, the Wallet shows a message with a link to complete setup (admin users only).

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