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

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From the Navigation Bar, select Client iQ

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

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

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Select the +New button to add a new payment method

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Enter the Card Number and the Cardholder's Name

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Click Add Payment Method to submit and save.

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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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