Share Credit Cards Between Clients

Easily share credit card information between clients in the same family.

How Credit Card Sharing Works:

• When a card is shared from Client A to Client B, the merchant link for Client A will completely replace the merchant link for Client B. They will then share the exact same merchant link.
• This means that:
  • If a card is removed from Client A, it will also be removed from Client B's (and vice versa)
  • If a card is updated for Client A, it will also be updated for Client B (and vice versa)
  • If a card is added for Client A, it will also be added to Client B (and vice versa)
• However, if you unlink Client A from their merchant account, Client B's merchant link will remain intact (and vice versa). See last section for more information.
• Please keep the above information in mind for parent/child and sibling accounts.

Share a Credit Card Between Clients

1. Click Lists → Clients and select the client that has the credit card stored on their profile.
2. Select the Cards tab of their profile.
3. Next to Add Credit Card click the three dots icon and select Share with....
4. Type in the name of the client with whom you want to share the credit card details.

Once this is complete you will be able to use the credit card to process payments for the new client.

Unshare/Unlink Clients

1. Click Lists → Clients and select the client who needs the credit card removed from their profile.
2. Select the Cards tab of their profile.
3. Click the three dots icon and select Unlink from Payment Provider.