video1.0<iframe src="https://www.loom.com/embed/08713ecb3d1642c4aa4863025018bc29" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/08713ecb3d1642c4aa4863025018bc29-c8068ed21177c262.gif116.7In this Loom, I show you how to securely store a client's credit card on file to speed up checkout and enable automatic monthly billing for wellness plans. I walk you through adding a card from the checkout or new payment screen, including selecting the primary card, then clicking save. I also show how to add a card from the client profile billing tab. Finally, I explain how to run the Card Stored on File report under Reports, then export it if needed. No action was requested, but you can try these steps in your account.