Wallet in client hub is a self-service option for your clients where they can add and manage their payment methods. To collect their payment information upfront, why not send them an email to request that a payment method be saved in wallet in client hub? This way it'll be ready to go for future work and enables you to set up automatic payments. Requesting a client put a payment method on file is also a good way to set yourself so you're ready to collect payments through Jobber Payments and maintain your cash flow.
This article covers ways that you can request a client saves their own payment method. If you already have their information and want to learn how to save it for future use, check out Adding and Charging a Client's Debit or Credit Card with Jobber Payments
Note: You must be using Jobber Payments to save cards or bank accounts.
Wallet is a section of client hub where your clients can enter their card or bank details to save a payment method for future use. Clients can also manage their saved payment methods from their Wallet.
To request that your client save their payment information in Wallet, you can send an email or text message. From Jobber.com, navigate to the client's profile and locate the box for saved Payment methods located underneath the billing history box. Click the button for Send email request or Send SMS request to send an email or text message to let your client know they can save a payment method to be billed for future work.
The verbiage in the email or text is based on a template that can be edited in Gear Icon > Settings > Emails and Text Messages. However, after clicking Send email request or Send SMS request, you will be able to preview and edit the message being sent to this particular client. If you have any details to share that are unique to this client, this is a good place to add them.
Note: Text messages are not customizable.
When your client receives the email or text message, there is a button to View Your Wallet which directs them to the wallet section of client hub. For your client to add a payment method, they'll need to click + Add Payment Method. If they already have saved payment methods, this is also where they can be managed.
This will prompt them to fill out their credit card details like the name on card, card number, expiry, CVC, and billing address. If they are adding more than payment method, they can also check a box to indicate which one is the default payment method.
All payment methods added for this client will appear in the wallet section, including those that you added manually and those that were added by the client. The default card is indicated by a Default label as well as a star. The default payment method is the one that will be suggested when charging this client.
Note: Bank accounts (ACH) cannot be added manually, only your client can opt to save their bank account information while paying through client hub.
To remove a payment methods, your client can click the red garbage can icon and it will be removed as a stored payment method.
Note: If your client only has one payment method on file and it's being used for a job that is set up with automatic payments, the payment method cannot be deleted by the client. In this situation, your client will see a prompt to reach out to you since the job with automatic payments will need to be updated.
To edit the email template for requesting a payment method on file, go to the Gear Icon > Settings > Emails and Text Messages. The template to request a payment method from your client is in the General section.
Send a mass email with Mailchimp
Some of the information from your Jobber account can be used as Merge Tags in Mailchimp when you are composing an email campaign. This is similar to variables in Jobber, where you can use them to input information custom to the client in your templates.
One of the merge tags is called *|CLIENTHUB|* which gives each of your clients a personalized link to client hub. Even though this is a mass email and each client will see the same email body, each client will be able to access their individual client hub with a button formatted to use this merge tag.
For the content of your email campaign in Mailchimp, you will want to introduce to your clients that they are able to save their own payment methods. If you are setting up automatic payments for your client's recurring work, this is a good opportunity to let them know that you will need a saved payment method so they can be billed automatically and as a convenient option for them. For more tips on introducing client hub to your clients, check out the Benefits of Using Jobber for your Clients.
Here is the body of a sample email, but of course you can make this your own to suit your needs and company voice:
I’m writing you today to let you know about our new client hub!
Whether you want to take a look at your past or upcoming appointments, a recent quote, make a payment or check which invoices need to be paid, print a receipt, or request new work—you can now do it all in one place.
If you would like to pay automatically for your recurring appointments or line up payment for when the service is completed, head over to the Wallet tab on the sidebar. This is where you can securely store a payment method so that you are ready to go for your upcoming work. Wallet is also where you can manage your stored payment methods.
Click the button below to access client hub.
[Insert button with *|CLIENTHUB|* merge tag]
In the video below, one of our product coaches Ronen walks through how to set up an email campaign in Mailchimp and then add a merge tag to invite clients to log into client hub.
Learn more about How Clients Sync with Mailchimp.