Skip to main content

Adding a saved payment method for a client

Saving a client's credit or debit card for online payments

Written by Aviva Glassman

This requires a connected Stripe account.

You can save your clients’ credit or debit card details to your account to charge for sessions at any time without needing to send a payment request.

  1. In the client's profile, go to the Payments tab, and click Settings.

  2. Under Edit client, select the Payments tab.

  3. From here, you can:

    • Request via email or link: This link allows the client to input their card details themself, and it will be saved to your Upheal account.

    • Add credit card details manually: You can type in the card details yourself.

  4. Once the card is added, you'll see confirmation in Upheal.

Did this answer your question?