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Change a client’s payment method for a Purchase Option

Updated over a week ago

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

Note: You can’t change a client’s payment method if the membership or session pass is part of a package.

Change a client's payment method for a Purchase Option

To change a client’s payment method for a Purchase Option

  1. On the Top Nav Bar, click the Search Image button, enter the client’s information, and click their name to access their client profile.

  2. On the side menu, click Account > Passes & Memberships.

  3. Under the Payment Method column, click the Edit button Image for the Purchase Option you want to modify.

  4. Select any payment method saved to the client’s account to charge that payment method for the Purchase Option.

    You can also use the Default or Bill to Account settings:

    • Default - Applies the method the client used to buy the Purchase Option initially.

    • Bill to Account - Charges the client's account balance.

  5. Click the Apply Image button.

  6. 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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