How to Save a Client Credit Card on File

You have the option to save a preferred client’s credit card to a client's file from within Therapy iQ

From the Navigation Bar, select Client iQ

Search for your desired client using the Search Bar, then select the client from the roster

From the Billing Overview dropdown menu, select Client’s Payment Methods 

Select the +New button to add a new payment method

Enter the Card Number and the Cardholder's Name

Click Add Payment Method to submit and save.

The client can also save their client credit card from their client portal. You can direct a client to this guide to learn more about the portal

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