Cards on file

A card on file is a client's card that your business has saved. You can charge it at checkout without the card in hand.

You need payments set up to save or charge cards. The owner or an admin sets up payments in Settings → Payments. See Connect payments and get paid out.

See a client's saved cardsCopy Anchor Link

1. Open the client from Clients.
2. Select More, then choose Payment Methods. In a narrow browser window, select the Payment tab instead.

Each card shows its brand, last four digits and expiry date. Default marks the card Lilo picks first. Expired marks a card past its expiry date.

Add a cardCopy Anchor Link

1. In Payment Methods, select Add Card, or Add Another Card if they already have one.
2. Enter the card under Card Details.
3. Leave Set as default payment method checked to make it the client's default card.
4. Select Add Card. You'll see Card added successfully.

If payments aren't set up, the box shows an error instead of the card form.

In the Lilo app, open the client, tap More, then tap Payment Methods. Tap Add a Card or + Add another card, enter the card and tap Save Card. A card added in the app becomes the default. Until payments are set up, the app shows Payment Setup Required instead.

Remove a cardCopy Anchor Link

1. In Payment Methods, select the trash can next to the card.
2. Select Remove. You'll see Card removed.

You can remove cards only on the web.

Charge a saved cardCopy Anchor Link

1. Open checkout for the client's appointment or invoice.
2. Under Payment method, select Saved card.
3. Choose the card. Lilo selects the default card first.
4. Select Charge Card. The button shows the balance due.

In the Lilo app, the Charge button names the client's saved card and charges it. To use another card, tap Use a different payment method, then choose one under On file. Check out an appointment covers every way to pay.

How it worksCopy Anchor Link

• Clients who pay online when they book can check Save this card for future visits. Lilo adds the card to their profile.
• In the Lilo app, you can save a card you type in at checkout. Tap Save this card on file before you charge it. It becomes the default if the client has no other card.
• Cards typed in at checkout on the web aren't saved.
• Charging a saved card pays the invoice's whole balance.
• Lilo keeps each card's brand, last four digits and expiry date. Your payment processor holds the full card details.
• Removing a card takes it off the client's profile and out of checkout.
• Anyone who can open a client's profile can see, add and remove their saved cards.

Common questionsCopy Anchor Link

Why isn't Saved card an option at checkout?Copy Anchor Link

Usually one of these:

• The client has no saved cards.
• The invoice isn't linked to a client.
• Payments aren't set up yet.
• Card payments are on hold for your account. A banner under Payment method says why.

Why did Add Card show an error?Copy Anchor Link

Payments aren't set up yet, or your payment account needs attention. The owner or an admin can check Settings → Payments.

How do I change a client's default card?Copy Anchor Link

There's no option to change it on a saved card. Add the new card with Set as default payment method checked, and it becomes the default.

Does Lilo charge a saved card when a client doesn't show up?Copy Anchor Link

No. Lilo never charges a saved card on its own when a client cancels late or doesn't show up.

You keep their deposit instead. See Cancellations, no-shows, and deposits.