How to Add and Manage Customer Cards in GoHighLevel

If you use ClickUp for project tracking and GoHighLevel for CRM and payments, you need a clear process for managing customers’ cards on file. This guide explains how to securely add, update, and manage card details inside GoHighLevel so you can charge clients for subscriptions, invoices, and other services without friction.

All steps in this article are based on the official documentation here: How to add and manage your customer’s cards on file.

Why Use GoHighLevel to Store Customer Cards?

Keeping cards on file in GoHighLevel lets you automate billing while staying organized inside your CRM.

Key benefits include:

• Faster checkouts for existing customers
• Automatic billing for subscriptions and recurring services
• Centralized payment information within each contact record
• Reduced manual data entry and fewer payment delays

All card details are stored via your connected payment processor, and GoHighLevel acts as the management interface inside your account.

Prerequisites for Managing Cards in GoHighLevel

Before you add or manage cards on file, make sure the following are in place:

• You have access to your GoHighLevel account with permission to view contacts and payments
• Your preferred payment integration (such as Stripe) is already connected
• The customer has agreed to store their card on file for future charges

Once these basics are ready, you can begin adding card details inside the platform.

How to Add a Customer Card on File in GoHighLevel

You can add new cards directly from a customer’s contact record. Follow these steps to store payment details safely.

Step 1: Open the Contact in GoHighLevel

1. Log in to your GoHighLevel account.
2. Go to the Contacts section from the left-hand sidebar.
3. Search for the customer using their name, email, or phone number.
4. Click the contact to open their profile.

The contact record is where you will see and manage all payment methods associated with that customer.

Step 2: Go to the Payments or Cards Area

Inside the contact record:

• Locate the tab or section labeled Payments, Billing, or Cards (label names may vary based on interface updates).
• Open that section to view any existing cards on file for this customer.

If there are no saved payment methods yet, the area will typically show an empty list with an option to add a new card.

Step 3: Add a New Card in GoHighLevel

1. Click the button such as Add Card or Add New Card.
2. Enter the customer’s card details as requested, which usually includes:
   • Card number
   • Expiration date
   • CVC or security code
   • Cardholder name
   • Billing address (if required by your processor)
3. Confirm that you have the customer’s permission to store their card on file.
4. Click Save or Add to complete the process.

The new card will now appear in the customer’s list of payment methods within GoHighLevel, ready to be used for charges and subscriptions.

How to Set a Default Card in GoHighLevel

If a customer has more than one card stored, you can choose which one should be used as the main billing method.

1. Open the contact and go to the Cards or Payments section.
2. Find the card you want to make the default.
3. Click the option such as Set as Default or similar wording.
4. Confirm the change if prompted.

The default card is used first for subscriptions, one-time charges, and invoices created through GoHighLevel, unless you manually pick another payment method for a specific transaction.

How to Edit an Existing Card in GoHighLevel

Some card details, such as expiration date or billing name, may need updates over time. To edit an existing card:

1. Open the customer’s contact record in GoHighLevel.
2. Navigate to the Cards or Payments section.
3. Locate the card you want to update.
4. Click the Edit or similar icon next to that card.
5. Update the available fields, such as:
   • Cardholder name
   • Expiration date
   • Billing address details
6. Save your changes.

Depending on your connected payment provider, some sensitive fields like full card number or CVC might not be directly editable and may require adding a new card instead.

How to Remove a Card from GoHighLevel

If a card has expired, is no longer valid, or the customer requests removal, you can delete it from their record.

1. Open the contact in GoHighLevel.
2. Go to the list of cards on file.
3. Find the card you want to remove.
4. Click the Delete or Remove option next to that card.
5. Confirm that you want to delete the card.

Once removed, the card will no longer be available as a payment option for that customer. If it was the default card, you may need to set another available card as default or add a new one.

Using Saved Cards for Payments in GoHighLevel

After saving cards on file, you can use them to collect payments directly within the platform.

Charge a Customer Using a Saved Card

From the contact’s profile in GoHighLevel, you can typically:

• Create a one-time charge or invoice and choose an existing card on file.
• Start a subscription or recurring payment schedule linked to the default card.
• Quickly process payments without asking the customer to re-enter details.

This setup helps you streamline billing workflows for coaching, services, memberships, and other recurring offers managed through GoHighLevel.

Best Practices for Card Management in GoHighLevel

To keep your billing processes secure and organized, follow these tips:

• Always obtain clear consent before storing a card on file.
• Update card details promptly when customers report changes.
• Remove expired or unused cards on request.
• Regularly review subscriptions to ensure they use the correct default card.

Combining these practices with consistent CRM usage will help you maintain cleaner data and fewer payment issues inside your GoHighLevel account.

Next Steps and Additional Resources

For additional strategy support on funnels, automations, and CRM optimization that work alongside GoHighLevel, you can explore consulting resources at Consultevo.

To see the original step-by-step reference for this feature, visit the official help article: How to add and manage your customer’s cards on file in GoHighLevel.

With these instructions, you can confidently use GoHighLevel to add, update, and manage customer cards on file, keeping your payments streamlined and your client experience smooth.

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