Guru's Verification engine ensures consistency, confidence, and trust in the knowledge your organization shares. Learn more.

How to add OR confirm customer card on file

  1. Locate the customers profile

  1. Navigate to the “client info” section of their account

  1. Scroll down to the “Billing Information” section

  1. If the customer has a card saved, you will see a GREEN CC next to BILLING INFO.
    Screenshot 2023-08-24 at 10.38.35 AM.png
    1. Once you click the billing info dropdown you will see the last 4 digits of their card displayed. You can confirm that card with the customer.
  2. If the customer does NOT have billing information, enter customer card information and press “Save”

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.