Overview
This feature is available if you have the Cloudbeds Payments feature enabled on your Cloudbeds account. With this feature, you can transfer credit card details from an existing reservation to a new reservation.
Benefits
- It's a time saver! It eliminates the need to view credit details to transfer data from one reservation to another.
- Great to use when you have repeat guests.
- Multiple reservations can be charged to the same card.
How it works
- You can only transfer the data if the credit card is active
- If the credit card is not active, you need to access the previous reservation and activate the credit card to import it to the new reservation. Please check further details here.
- If you use a contactless method, the system cannot store the card for future use.
Due to the above reason, the credit card details will be displayed as unavailable.
Once you retrieve the reservation in which you would like to apply the previously recorded credit card details from an existing reservation, follow the steps below:
- Access the Credit Card tab.
- Click on Add.
- Select Existing Credit Card.
- You can search for the existing credit card details using (1) of the following options:
- Reservation Number
- Guest First Name
- Guest Last Name
- Click on Search
- Select the desired credit card
You're done. The credit card details will be added to the new reservation.
Activity Log and User Restrictions
The user will need permission to perform this action.
You may find the transferred credit card details data in Activity Logs under the 'Credit Card added' activity. The MFD (Cloudbeds PMS) source means the credit card was added to an existing Cloudbeds PMS reservation.
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