When a charge fails in CleanSlot (e.g. card declined or expired), you can send the customer an email so they can update their payment method. In the Payment dialog, click Email customer to update card. CleanSlot sends them a link to add a new card. After they update, you can try the charge again. Only owners can send this email.
How to email the customer to update their card in CleanSlot
- Open Appointments and click Payment for the completed appointment.
- If a previous charge failed, the dialog may show a message that the charge did not go through and a button Email customer to update card. Click it.
- CleanSlot sends an email to the customer with a link. They open the link and add or update their card.
- When they are done, you may see a note in CleanSlot that the customer updated their payment method. Try Charge with Stripe again with the amount; the new card will be used.
You can also click Email customer to update card even when no charge has been tried yet (e.g. the customer has no saved card). Sending the email gives them a way to add a card so you can charge them later.
When the charge fails
Common reasons a charge fails include: card expired, insufficient funds, or card canceled. The payment dialog may show a short reason. Sending the update-card email lets the customer fix the problem without calling you; once they update, you can retry the charge from the same Payment dialog.
Why use the update-card email?
The email sends a secure link so the customer can add or update their card without you handling card details. After they update, CleanSlot can charge the new method so you get paid and the appointment is marked paid without extra steps.