Table of Contents
Overview
Wallet in client hub is a self-serve 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.
Card payments and ACH bank payments can be saved as payment methods in client hub.
Note: ACH bank payments are only available as a payment method in the United States.
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.
What is wallet in client hub?
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.
Request that your client saves a payment method
You can send an email or text message to your client to prompt them to view wallet and save their own payment method.
From their wallet in client hub, your client can add a new payment method or manage any existing ones. To add a payment method, they select Add a Payment Method from their email or text message and fill out their card details, including the name on card, card number, expiry date, CVC, and billing address. If they are saving more than one payment method, they can check a box to set one as the default.
By email
Send the client an email requesting they add a payment method. The email directs them to their wallet in Client Hub, where they can securely save a payment method.
By text
Send the client a text message with the same request.
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) can only be added by your client through wallet or saving their bank account for future payments while making a payment.
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.
Save a card manually
If you have your client's card details, rather than requesting they add their card, you can add the card details manually.
To add a payment method manually:
- Navigate to the client's profile and scroll to the Payment methods section.
- Select Add or request, then select Add manually.
- Enter the client's card details, including the name on card, card number, expiry date, and CVC.
- Select Save.
Add a payment method field to your request and booking forms
You can collect a card from clients at the time they submit a request or book online by adding a payment method field to your form. This lets clients save a card on file while they're already providing their details, so you're ready to charge for work as soon as it's done.
When a client fills out the form and enters their card details, the card saves to their profile in Jobber as a stored payment method. You can then use it to charge invoices, set up automatic payments, or collect future deposits – just like any other saved card.
To add a payment method field to a form:
- Select the Gear Icon, then select Settings.
- From the settings menu, select Requests and Bookings.
- Select the form you want to edit, or select Add New Form to create one.
- In the Manage Form panel on the right, locate the Actions section.
- Drag Add payment method into the section of your form where you want it to appear.
- Select Save.
When a client submits the form through Client Hub, they see a section to enter their name on card, card number, expiry date, and CVC. Jobber stores the card securely through your Jobber Payments account.
Note: The payment method field supports credit cards only. Bank payments (ACH) cannot be collected through request or booking forms.
Note: For security, the payment method field only appears when clients access the form through client hub. If you share or embed your form on a website or social media, the payment method field does not display. Clients who submit the form through an embedded version can still add a payment method later through their wallet in client hub.