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Credit Cards - Add credit card details to a reservation


This article explains how to add guest's credit card details to their reservation manually or by using Cloudbeds Terminal.

This action does not charge the card. To add a payment to a reservation, check out:

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.

Access the Credit Card tab

  1. Access Reservations tab and search for the desired reservation.  
DEMO - Karina's Hostel - Reservations - Google Chrome
  1. Access the Credit Cards tab.
Manually add the credit card details
  1. Click +ADD
  1. Enter the credit card's details.
  2. Click SAVE.
DEMO - Karina's Hostel - Reservations - Google Chrome

The credit card is now added to the reservation and can be accessed under the Credit Cards tab > Details.

Add the credit card details with Cloudbeds Payments terminal

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.

  1. 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.
  1. 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: How to View Reservations Credit Card Details

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