How to Enroll a Client in Autopay

Modified on Fri, 23 Jun, 2023 at 11:27 AM

When selling a membership, or even updating existing memberships, it is always important to consider autopay, so let's walk through some flows of this.

From First Purchase

When a client first purchases a membership via the admin your team member will process the sale and then the software will ask to choose a card, or add a card, on file for autopay.

From Existing Purchase

If the client already has a membership but wants to add a card on file for autopay then you will first enter their client profile. Under "Active Items" click the top membership icon. Once in the membership detail screen, click on more, then click to manage autopay. From here you can add their card or select the card on file or change their payment method if they have added a new card on file.

Things to note:

If a client needs a credit card removed from their admin profile, you must first remove the card from the membership autopay.
Adding an additional saved payment method to the clients profile will not update the auto-pay card. You must go into the membership and "Manage the auto-pay" to remove the old card and switch it to the new card.