The Cloudbeds PMS has a new look! As we work to update our knowledgebase some steps in our articles might not match our new design. Click here for more details.

USB Card Reader - How to Use

Follow

By swiping the card, the name, credit card number and expiration date will be auto-filled. All the other fields will need to be inputted manually.

How to add a card when creating a new reservation

On your Cloudbeds PMS account:

  1. Start the process to create a new reservation.
  2. On the Payments step, choose Credit Card under Payment Type drop-down menu.
  3. Make sure that the option Enter and store credit card details is selected.
  4. Swipe the card on your USB Card Reader and then enter any other required fields to continue.
  5. Click on Confirm Reservation to proceed.

Now you can perform transactions with this card!

How to add a card to an existing reservation

Open the specific reservation and follow the steps:

  1. Credit Cards tab
  2. + Add Card
  3. Swipe the card on your USB Card Reader
    There is no need to select a field
  4. Enter any other required fields
  5. Click Save to store the card

Now you can perform transactions with this card!

You can also perform the same steps when adding a payment on your House Accounts.

Powered by Zendesk