The credit cards tab within the Reservation Details allows users to add and manage the guest's credit cards. This article explains how to add guest's credit card details to their reservation manually, or by using Cloudbeds Terminal.
Things to note:
- To add or edit credit card details in the Credit Card tab does not charge the card. To add a payment to a reservation, see How to Add / Post Payment to Reservation as a Record and How to Process Payment Through Payment Gateway
- Due to security reasons, the credit card data will only be stored up to 14 days after the check-out date. After this period, the guests’ credit card information will be deleted from the system and from our data vaults.
Step 1 - Access the Credit Cards tab
Option 1 - Via the Reservations page
- Go to Reservations and look for the corresponding reservation which credit card(s) will be added
- Click on the Credit Cards tab
Option 2 - Search for the reservation
Look for the reservation in the navigation bar your Top Menu, and go to the referred Credit Cards tab.
Step 2 - Add credit card information
Option 1 - Add credit card details manually
- Click on +Add Card
- Add the card details
- Click to Save
Option 2 - Add credit card details with Cloudbeds Payments terminal
Learn more: Cloudbeds Payments - Terminals Overview
If you are using Cloudbeds Payments as your payment processor, you are able to add the credit card data to a reservation using the terminal.
- Click on Add with terminal
- The system will prompt the current terminal connected. On this step you can:
- Use the current terminal connected - the terminal name will be described on the following screen - go ahead and continue to step 5.
- Choose another terminal - if you have more than one terminal, click Choose Another
- Cancel - cancel this action
- On your terminal you will see a new screen. Insert or swipe the guest's card
- The credit card details will be saved under the Credit Cards tab > Details.
- The system doesn't differentiate if the card number entered is debit or credit card, and will always display the card as a credit card when adding a payment on the Folio, even if the card number entered was a debit card.
- To view the credit card details, check the following article: Credit card viewing - Everything you need to know
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