Keeping payment information current is essential for uninterrupted membership billing. This article walks you through how to guide a client through updating or adding their payment preferences directly from their Wellness Portal, empowering them to make changes on their own without needing staff assistance.
Before You Begin
Make sure your customer has the following before getting started:
- Access path: The client will need to log into their Wellness Portal to manage their own payment preferences
- Note: Each client can have one credit card and one bank account on file at a time
1. Access Payment Preferences: Direct the client to log into their Wellness Portal and navigate to My Profile > My Payment Preferences.
From here, the client can:
- Edit an existing payment profile by clicking the pencil icon to update their address or expiration date.
- Delete an existing payment profile by selecting the red X to the far right of the entry.
2. Enter New Credit Card Information: If the client needs to add a new payment method, direct them to select New Payment Profile and enter their payment information. Once complete, they will click Add to save.
Frequently Asked Questions
Q: Can a client have more than one card on file?
A: No, each client can have one credit card and one bank account on file at a time. They may have one of each, but not multiple cards or multiple bank accounts simultaneously.
Q: What if the client's billing address is different from the address on their profile?
A: ClubReady will automatically pull the address on file as the billing address when adding a new payment profile. The client can edit this section to enter the correct billing address during the process. This will not update the address stored on their ClubReady profile, it only applies to the payment information.
Q: Can a client delete their payment profile themselves?
A: Yes, from the My Payment Preferences page, the client can select the red X next to their payment profile to remove it. If they experience any issues or need assistance, a staff member with the appropriate permissions can also manage payment preferences on their behalf.