Bring over saved cards from Stripe
Coming from BookingKoala or another tool that kept clients' cards in your own Stripe account? Bring the cards over. Nothing is charged.
If your old software kept your clients' cards in a Stripe account you own, those cards are already there. Connect that same Stripe account, and Busy Book matches each saved card to your client. Nothing is charged, and Busy Book never sees a card number.
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1
Bring your clients over first
In the menu, tap Clients, then Bring your clients over, and upload your list. If it has a Stripe customer ID column, bring it in as Stripe customer ID.
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2
Connect the same Stripe account
In Settings, then Payments, connect the Stripe account your old software used, and choose Stripe for cards.
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3
Look for saved cards
On Bring your clients over, tap Bring over saved cards, then Look for saved cards.
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4
Check the matches
Each card is matched to a client by their Stripe customer ID, else their email, else their phone. Untick any that look wrong. Ones that didn't match are listed below with why.
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5
Bring them over
Tap Bring them over. Each card shows on the client's page, under Cards on file.