Managing Customers and Saved Cards on the SwipeSimple App

Managing Customers and Saved Cards on the SwipeSimple Mobile App

When you take repeat payments from the same customers, keeping their information in one place helps everything run smoothly. The SwipeSimple app lets you manage customer profiles and saved cards directly on your mobile device, so you can stay organized and process payments quickly wherever you are.

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Store and Manage Customer Profiles

In the app, you can view and update your customer list anytime. Each profile keeps important details in one spot—like name, email, phone number, and shipping address—making it easier to find and serve your regular customers.

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Save Cards on File for Future Payments

Customers can choose to save a card on file, so you don’t have to re-enter details the next time they make a purchase. This speeds up checkout, reduces errors, and gives your customers a simple, professional experience.

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Use Stored Cards for New Transactions

When a saved card is available, you can process a new payment in just a few taps. It’s a great option for recurring services, subscriptions, or any situation where a customer returns regularly.

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Why It’s Helpful

• Faster checkouts: No need to re-enter card details for returning customers.
• Better organization: Keep contact and payment info all in one place.
• Professional experience: Customers appreciate quick, seamless repeat payments.

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Managing customers and saved cards on mobile helps you stay connected to your business wherever you work. With the SwipeSimple app, keeping track of customer details and accepting repeat payments has never been easier.

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