Add a card when buying a membership for a client from the admin//Being able to add a new card when buying a plan for a customer from the admin
complete
C
Commonwealth Strength
🇬🇧 Currently, if a client doesn't have a card on file, you need to go to their profile details tab, add the card, go back to the Membership tab, select the membership, and then select the card you just added. It would be great to have an “Add card” button when choosing the payment method for a membership to save a few steps. [Idea attached]
🇪🇸 Currently, if a customer doesn't have a registered card, you must go to the profile details tab, add the card, return to the Membership tab, select the membership and then select the card you just added. It would be ideal to have an “Add card” button when selecting the payment method for a membership, so we save a few steps.
Fernanda García
marked this post as
complete
🇬🇧 Before, if a client didn't have a card on file, you had to leave the flow to add it in their profile before completing a purchase. Now, with the Point of Sale, you can add new cards directly when choosing the payment method, without leaving the purchase flow. The card is saved to the client's profile for future purchases, making everything faster and smoother! I did this video to show you how: https://www.loom.com/share/9eaed169a3cd4495adaa1b979f36adfe?sid=a6cc6bad-a29f-4ddf-aeba-9a8fb386e1be
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🇪🇸 Before, if a customer didn't have a registered card, you had to exit the flow to add it to their profile before completing the purchase. Now, with the Point of Sale, you can add new cards directly by choosing the payment method, without leaving the purchase flow! The card is saved in the customer's profile for future purchases, making everything faster and easier. I recorded this video for you to show you how: https://www.loom.com/share/06d24d91a638491eb96d3917ddf2abbf?sid=922dc43f-7a06-4a9e-8287-54574a181eb1
Fernanda García
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in progress