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.
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.
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.
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