Changing a client’s payment method for a purchase option

You can change a client’s payment method for a membership or session pass from the Passes & Memberships page of their client profile.

To learn how to save a client’s credit card information, see Saving a client’s credit card information.

To change a client’s payment method for a purchase option

  1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
  2. In the list of clients displayed, click the client’s name.
  3. On the side menu, click Account.
  4. On the Account menu, click Passes & Memberships.
  5. Under Passes & Memberships, find the session pass or membership you want to modify.
  6. Under the Payment Method column, click the Edit button .
  7. Select the new payment method:
    • Select Default to charge the payment method the client used to buy the purchase option.  If there is no payment method on file, automatic payments will be charged to the client’s account balance. This option is selected by default. If a family member is responsible for payments on the client’s account, that family member will be billed for payments.
    • Select Bill to Account to charge the client’s account balance for the purchase option. If a family member is responsible for payments on the client’s account, that family member will be billed for payments.
    • Select any payment method saved to the client’s account to charge that payment method for the purchase option.
  8. Click the Apply button  .
  9. In the confirmation popup, click CONTINUE. All future payments for the session pass or membership will now be processed with the new payment method.
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