This Early Access improvement helps reduce repeat entry by showing the last 4 digits of a stored credit card on the scheduler and letting the person choose to re-use or replace it.
What's changing?
Before, people booking through the scheduler had to re-enter payment information, even when a card was already on file. This led to confusion and complaints. Now, the scheduler shows the last 4 digits of the stored card, and offers the choice to use it or enter a new one.
Resources
Before and After
Before (Current)
Open Scheduling Pro.
Start a job booking for an existing account.
Get asked to enter credit card details, even if one is stored.
No visual confirmation of saved cards.
Complete booking with new card entry.
Impact: Causes frustration and delays during scheduling.
Try the current workflow in your account.
After
Open Scheduling Pro.
Start a job booking for an existing account.
See the last 4 digits of the stored credit card.
Select to use the stored card or enter a new one.
Complete booking without duplicate data entry.
Impact: Faster scheduling and better customer experience.
Test the changes in the NEXT environment.
Who uses this feature
Residential Service and Replacement, Commercial Service and Replacement
Administrators, managers, and CSRs
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A homeowner sees the last 4 digits of their saved card while booking, then completes payment without typing again.
A CSR confirms the card is on file and reassures the caller during booking.
A technician sees jobs with payment already authorized more often.
Commercial Service and Replacement
A property manager re-books service using a stored card, saving time on re-entry.
A CSR helps a regular client by verifying the last 4 digits of the card during a call.
A facilities coordinator avoids errors by using a verified saved card.
How to Prepare
Confirm that credit card storage is active for your account.
Identify workflows where repeat payment entry affects speed or satisfaction.
Train CSRs to walk through the new payment step with existing accounts.
Align your team on when to recommend entering a new card versus reusing one.
Review saved payment data for accuracy and naming consistency.