How do I update a client’s payment card?
Keep payment info up to date so billings run smoothly.
Why Use This Feature?
Clients need an active, valid card on file to pay for recurring memberships. Whether they’ve changed banks or had a payment fail, updating a card ensures continued access to services and prevents revenue interruptions for your business.
Step-by-Step Instructions
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Go to the Clients tab and click into the relevant client’s profile.
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Select the Charge button in the top-right corner.
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Click Add New and enter the new card details.
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Click Add.
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If there are multiple cards on the client’s profile, set the newly added card as the default by clicking on the three dots next to it.
Important Notes
If the client was assigned a free membership, they will not have a card attached to their profile. Depending on their bank, the client may need to validate the new card through their banking app.
What Happens Next
Once the new card is saved and set as the default, future payments — including recurring membership payments — will be charged to the updated method.
Success Tip
If you’re unsure whether a client has a valid card on file, check their payment history for errors in the Reports tab.