If a client needs to replace an expired card, switch payment methods, or update their billing information, you can now update the payment method associated with their membership without canceling or recreating it.
This helps keep memberships active and ensures future renewals use the updated payment method, reducing unnecessary membership cancellations and interruptions in recurring payments.
📹 Rather watch a video
📹 Rather watch a video
⚙️ Step-by-Step
⚙️ Step-by-Step
Go to Contacts
Go to the client's profile.
Go to the Memberships tab
Click the three dots for the membership options menu.
Select Update Payment Method.
Add a new card or select an existing card.
Save your changes.
💡 Example
💡 Example
A client receives a new credit card after their previous card expires. Instead of creating a new membership, you can simply update the payment method associated with the existing membership.
❓ FAQs
❓ FAQs
Do I need to cancel the membership before updating the payment method?
Do I need to cancel the membership before updating the payment method?
No. The payment method can be updated without affecting the membership.
Will future renewals use the new payment method?
Will future renewals use the new payment method?
Yes. Future membership charges will use the updated payment method.
Why should I update the payment method instead of creating a new membership?
Why should I update the payment method instead of creating a new membership?
Updating the payment method allows the membership to continue without interruption. This helps maintain accurate membership history and avoids unnecessary cancellations.
🚀 Tip
If a client experiences failed renewals due to an expired card, updating the payment method can help restore automatic billing without creating a new membership.