This article will guide you through adding and/or updating a client's payment profile through the All Detail icon, Client Summary page, and Check-in Monitor. Clients can only have one bank account and one credit card on file at the same time. Adding a new payment method of the same type will delete the current one on file.
Please Note:
- If you need to disable (or re-enable) a payment method, please look to the help article How-to: Disable Payment Profile.
- If your customer uses ACH as their (primary) form of payment, option to add a backup (secondary) form of payment, for example a credit card, will only be available if the ACH/bank is disabled.
- If your customer's ACH payment is disabled, you can re-enter their payment information to resubmit payment.
- If a customers profile has a credit card on file, ClubReady will use the credit card to process the draft going forward until the bank account has been updated (if the ACH was disabled).
- Users can have only one Credit Card and one Bank Account on file. Adding a second Credit Card or Bank Account will delete the existing payment profile of the same type.
1. Update Payment Preference Through 'All Detail': To access the payment details, select the member's account then click on All Detail > Billing > Payment Details On File > Payment Preference.
2. Preferences: If a customer opts to store multiple payment methods on file, you want to first establish payment preference.
Please Note: There can only be one payment-type stored at a time. Meaning, if the customer has a credit card on file, wants to add another credit card, the first card will be deleted with the addition of the second. Multiple payment types will for different forms of payment types; i.e. credit card, debit card, ACH, etc.
3. Payment Profiles: To add a new credit card or bank account, select the New Payment Profile button. Click on the Credit Card or Bank Account tab to enter the client's payment profile information. You can also use a mag stripe reader to swipe the credit card. Select the Add button to save the information. If you just need to update the expiration date click the edit pencil next to the existing payment profile.
Users can have only one Credit Card and one Bank Account on file.
The preferred payment method will need to be selected and can be viewed under the Preferences tab.
4. Disabled Profiles: If an account has been disabled, it will display in the Payment Profiles tab. The payment profile will remain and will not be removed from the site.
5. Re-enable Profile: If a disabled payment profile needs to be reinstated, click the edit pencil next to the Disabled account. Then select the toggle for Disable account.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : General - Can access client options
- Member Management : Payments Related - Can update customer payment preferences