📝 Overview
DaySmart Payments allows you to securely store client credit card information directly on their profile. Stored cards can be used to pay invoices or automatically charge wellness plan payments.
💡 Card data is never stored directly in the system. Instead, an encrypted token is saved and associated with the card information held securely by the payment processor. When a transaction is initiated, the token is passed to decrypt and charge the applicable card — keeping sensitive data protected at every step.
💳 Adding a Card on File
There are two ways to add a client's credit card to their profile: when taking a new payment, or directly from the client's profile.
Adding a Card During Payment
Select Card on File as the payment type
Click the Payment Method box, then select Add New
Complete the form that appears
Adding a Card From the Client's Profile
Navigate to the client's profile
Click the Billing > New Transaction > New Payment Method
Complete the form that appears and click Save
💸 Using a Stored Card
Once a card is saved, select Card on File as the payment type when processing a transaction to apply it.
💡 More than one credit card can be stored on a single client's profile. The card set as the Primary will be the default card when taking a payment.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Is my client's card data actually stored in the system?
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No. The system stores an encrypted token linked to the card — not the card data itself. The actual card information is held securely by the payment processor and is only accessed when a transaction is initiated.
Can I store more than one card on a client's profile?
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Yes. Multiple credit cards can be stored on a single client's profile.
What can stored cards be used for?
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Stored cards can be used to pay invoices and to automatically charge wellness plan payments.
How do I get set up with DaySmart Payments?
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Navigate to your Settings > Payments to get started or reach out to the sales team at [email protected].
Securely Storing Credit Card Information on File
This feature is only available as part of Integrated Payments |
We allow for the secure storing of client credit card information as part of Integrated Payments. Cards that are stored on file can be used to pay invoices, as well as to automatically charge wellness plans payments. To ensure maximum security, the card information is not actually stored in our system. Instead, we store an encrypted token that is associated with the actual card information that is securely stored. When a transaction is requested for a particular card, we provide the encrypted token, which they then decrypt in order to charge the applicable card.
There are two ways to add a client's credit card information to their profile - when taking a new payment, or from the client's profile.
To add a card when taking a payment:
Choose the "card-on-file" payment type
Click on the Payment Method box then select Add New
Complete the form that appears
To add a card to the client's profile:
Navigate to the client's profile
Click on the Billing tab
Select New Transaction
Select New Payment Method
Complete the form that appears
Once a card is stored on file it can be used to process a payment by selecting the "Card on file" payment type. More than one credit card can be stored on a client's profile.
If you would like to inquire about getting set up with integrated payments, please contact our team at: [email protected]