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Streamlining Payment Methods on Omnify: Adding and Removing a Card
Streamlining Payment Methods on Omnify: Adding and Removing a Card

Effortlessly manage client's payment information. Learn to ensure a seamless experience for customers and safeguard their data. 🚀

Vignesh Bhaskaran avatar
Written by Vignesh Bhaskaran
Updated over a year ago

As an admin on Omnify, providing a seamless payment experience for customers is vital for customer satisfaction. With Omnify's user-friendly platform, admins can efficiently manage customers' payment methods, allowing them to add or remove card information effortlessly. In this article, we'll guide you through the step-by-step process of managing customers' card details via the admin dashboard. Empower your customers with a smooth payment process and optimize their experience in your service store.


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Adding Card Information for Customers:

As an admin, follow these steps to help customers add their card information securely:

  1. Log in to Your Admin Dashboard:

    Access your Omnify admin account using your registered credentials.

  2. Navigate to "Customers":

    In the admin dashboard, find the "Customers" section and select the customer profile for whom you want to add card information.

  3. Access "Payment Methods":

    Inside the customer's profile, click on the "Payment Methods" section.

  4. Add New Card:

    Choose the "Add New Card" option to initiate the process.

  5. Enter Card Information:

    Enter the customer's card number, expiry date, CVV, and billing address securely.

  6. Save Card Information:

    Once added, securely save the card details to enable seamless transactions for the customer.

Removing Card Information for Customers:

Help customers remove card details when needed with these simple steps:

  1. Log in to Your Admin Dashboard:

    Access your Omnify admin account to get started.

  2. Navigate to "Customers":

    In the admin dashboard, locate the "Customers" section and select the customer profile from whom you want to remove card information.

  3. Access "Payment Methods":

    Inside the customer's profile, click on the "Payment Methods" section.

  4. Remove Card:

    Choose the "Remove Card" option associated with the card the customer wishes to delete.

  5. Confirm Removal:

    Prompt the admin to confirm the removal of the selected card to proceed.

Empower admins on Omnify's platform to efficiently manage customer payment methods, offering a secure and hassle-free payment experience. By following this guide, you'll optimize your service store's performance and ensure customer satisfaction. Simplify payment methods for customers and focus on delivering exceptional services through your admin capabilities on Omnify.

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