Sharing Credit Cards with Clients

Sometimes you may see multiple clients that use the same credit card information for payment, such as a couple or family. If one of the couple members has the credit card information stored on their file, but you need to bill the other member for an appointment, IntakeQ allows you to easily share credit cards between them.

When cards are shared between clients, existing cards for the client you're sharing with will be removed. This is an ongoing link, so anytime there are credit card updates on the "main" client, this will update the cards for the other profile you shared the cards with.

To do this, follow the steps below:

  1. Navigate to "Lists > Clients" and select the client that has the credit card stored on their profile.
  2. Go to the "Cards" tab of their profile.
  3. Beside "Add Credit Card" click on the three dots button and select "Share with...".
  4. A dialog will appear that will allow you to type in the name of the client you want to transfer the credit card details to.

Once this is done you'll be able to use that credit card to process payments for the client you shared the card details with.

Unshare/Unlink Clients

From the "Cards" tab of the client profile you can unshare/unlink clients by unlinking them from the payment provider as shown below:

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