If you have a Stripe, WayForPay, or Fondy payment gateway connected, customers can have their payment methods saved for quick and automatic payments.
Add a payment method
The user's payment method is automatically saved once they make at least one payment using it. They can also add it manually:
Go to Locations > Membership > Billing.
Individual members go to the "Personal" section on Membership.
Company managers go to the section with their company name.
Under the "Payment methods" section, press
Addand input their details.
Only customers can add their payment methods through the member portal or mobile app. Administrators are not permitted to add them on behalf of customers.
Administrators can use customers' saved payment methods for:
Making a booking on behalf of a customer
Set a default payment method
The default payment method is used for automatic invoice charges by subscription. The user's payment method is automatically saved as the default one once they pay at least one invoice using it. They can also set it manually:
Go to Locations > Membership > Billing.
Click
(...)next to the preliminary added payment method.Press
Set as default.
Change a default payment method
Members and company managers go to Locations > Membership > Billing.
Under the "Payment methods" section, press
Addand input the details of the new payment method.Once saved, click
(...)next to the new payment method and hitSet as default.Delete the previous one, if needed.
Delete a payment method
Members and company managers go to Locations > Membership > Billing.
Tap
(...)next to the payment method >Delete.
If the payment method that the member is trying to delete is set as default and is linked to an active subscription, they should add and set as default a new payment method first. Once a new default payment method is set, they can delete the previous one.
Restore saved and default payment methods
When you disconnect a payment gateway integration for a location, please note the following impacts on your customers' saved and default payment methods:
Saved payment methods: All previously saved methods linked to the disconnected account will become unavailable for users. These will only be restored if the same payment gateway account is reconnected.
Reconnecting a different account: If you connect a different payment gateway account, users will need to re-enter their payment details for future transactions and auto-payments.
Default payment methods: Regardless of which account is reconnected, all default payment methods will be removed and must be set again by users.