Managing Customers and Saved Cards on the SwipeSimple App

Keep customer details and saved cards organized right from your phone. The SwipeSimple mobile app makes it easy to manage profiles and take repeat payments on the go.

Managing Customers and Saved Cards on the SwipeSimple Mobile App

If you take repeat payments from the same customers, the SwipeSimple mobile app gives you a faster, more organized way to handle them. Instead of re-entering card details every time, you can store customer profiles and saved cards directly in the app — so checkout moves quickly and your records stay clean.

Store and Manage Customer Profiles

Your customer list lives in the app and is easy to update at any time. Each profile holds key details like name, email, phone number, and shipping address. Having this information in one place makes it easy to pull up a returning customer, confirm their details, and get to payment without any back-and-forth.

Save Cards on File

When a customer pays, you can save their card for future use. This means the next time they come back, their payment info is already there — no re-entering numbers, no delays. It's a small thing that makes a noticeable difference during busy periods or high-volume days.

Charge a Saved Card for a New Transaction

When a returning customer is ready to pay, just pull up their profile and select their saved card. The payment processes in a few taps — no re-entering details, no delays at checkout.

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