Send a client a link to update their card

A client whose card has expired, or who has no card at all, can be texted a secure link to add one themselves.

1. Open Customers & Pets and select Manage on the client's pet.
2. Open the Wallet tab. If it shows sub-tabs, choose Wallet Activity.
3. Under Card on File, select Text card update, or Text card request when no card is saved.

With a card already saved the button reads Text card update, and with no card at all the same action reads Text card request. Both send the same secure link, so the client types the number in themselves and nobody at your counter handles it. The action appears on a card that has expired or is expiring, and only when the client has a mobile number on file. Once it goes, the button disables and reads Request sent.