PUTTING A CREDIT CARD ON FILE IN KEAP 

 

Policy

 

1. All New Clients Require a Credit Card on File

 

2. Credit Card Numbers Are Confidential and Are Not Saved to Browser Cookies.
   • Card numbers are not to be saved in the Notes section of IS. 

 

3. If a consultation client no shows their appointment or cancels with under 48 hours’ notice, the $55 cancelation fee will be charged to the credit card on file. This fee can be applied to their consultation and they will not lose the charge.

 

4. If the client no-shows more then once, they forfeit the cancelation fee of $55

 

 

Task 

 

When the client gives credit card information, the Front Desk Associate:

 

 

1. 1. Navigates to IS

 

1. 2. Types in client’s name in search box

 

1. 3. Selects Client

 

1. 4. Clicks on Clients name

 

 

1. 5. Scrolls halfway down page to ‘Orders’

1. 6. Clicks on “Orders” tab

 

1. 7. Selects ‘Add Credit Card’ in the orders screen

 

 

1. 8. Requests credit card information from client. See screenshot below.

 

1. 9. Enters credit card number

 

1. 10. Enters credit card type

 

1. 11. Selects Box ‘Use with Infusionsoft Payments’

 

1. 12. Enters Expiration Date

 

1. 13. Enters 3-digit code on back of the credit card (CVC Code)

 

1. 14. Enters billing address (if incomplete)

 

1. 15. Confirms with client the billing address if different from billing address provided previously in Acuity/Keap.

 

 

1. 16. Clicks ‘Save’

 

1. 17. Confirms credit card has been validated. See screenshot below.

 

• • • If credit card shows not valid:
      • Ask the client to repeat the card number again
      • Make sure the 3-digit code is entered
      • Make sure expiration is correct