A member calls and says "just put it on my card". Open their page, press "Sell a pass" (or "Charge card"), type the card or use the one already saved, tick "save this card" if they want it kept, and press one button. They get a receipt by email; nothing is ever charged automatically.
Prerequisites
Members → click the person → "Sell a pass" in the row of buttons (or the Money tab → "Card on file" card, which also has "Charge card" for an amount that isn't a pass). Pick the pass, or type an amount, and write one line for the receipt — "4-class pack, asked by phone". The line is required: a charge with no reason on it is the one nobody can explain later.
The sheet shows the card (brand and last four) with "Consent by member" or "Consent recorded by staff", and one button: "Charge $180 to Visa •••• 4242". Press it. The pass lands on their account the moment the charge goes through, and the receipt goes out.
The card fields appear right in the sheet. They are Stripe's own fields, so the number never touches Klasly. Tick "Save this card to their file" if they want it kept, then tick "They said yes" after asking them — exactly the "would you like me to save this card for future purchases?" question. Press "Continue to card", type the card, and press "Charge $180 and save card". Next to the card fields there is a link, "Let them enter it on their phone": it shows a QR code (or emails them a link) so they type the card and tick the agreement on their own phone, and your screen fills in by itself when they are done. Handy when they are standing in front of you, or would rather not read a number out loud. If the phone that scanned the code has the Klasly app on it and is signed in — the studio phone, say — the "All set" screen ends with a "Back to Klasly" button; a member on their own phone just closes the page.
A card the member saved when booking a Service was saved for that appointment only. Their page shows "Not yet agreed to charges" and an "Ask for consent" button that emails them a one-tap confirmation; the pill turns green when they tap it. Until then, "Sell a pass with a new card" still works with them on the phone.
A receipt naming the amount, what it was for, the card, and who charged it — plus, when a card was saved, a "we saved your card" email with a Remove link. They can remove the card from their own Appointments page at any time; that removes the agreement with it.
The sheet says so on the spot and nothing is charged. Try another card, hand it to their phone, or ask them to buy from their own account. Every charge — succeeded, declined, or never completed — is listed under the card on the Money tab, so nothing is only in a log. A charge that went through but whose pass could not be added shows "paid, pass not added" with a Retry.
Rarely, Klasly sends the charge and gets no answer back — it is not a decline, and the card may have been charged. The charge is listed under the card as "not confirmed yet" with a Retry: press it after a minute and it becomes a normal charge (with the pass added and the receipt sent) or "not completed" if it never reached the card. You do not have to work out which: pressing "Charge" again does the same check first, and never charges the card a second time for a sale that already went through. While the answer is still unknown, a new charge to that saved card is held back for about two minutes.