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💳 Swipe Smarter with Card on File Filters & Reminders
New feature
2 years ago

💳 Swipe Smarter with Card on File Filters & Reminders

Streamline your day with our newly enhanced Card on File (COF) filters! Go to your Client & Pets list and say hello to a more integrated experience in managing your clients’ cards on file:

🔎 Smart Filters: Easily manage and filter COF information, card expiration status, and request status all in one place. 

✨ Mass Messaging: Bulk select filtered results to send mass text within seconds. 

📃 Request Tracker: Quickly see which clients need follow-ups on their COF submissions.

🔔 To set up auto reminders for un-submitted cards on file, go to Settings > Auto Message > Reminders.

Dive into the new COF Filters and make managing your client’s information as efficient as your operations. Check out the feature today! https://wiki.moego.pet/card-on-file-filters/  

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