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How Can I Update a Client's Membership Payment Method? 

If a client needs to replace an expired card or switch payment methods, you can update it directly from their profile without canceling or recreating the membership. This keeps the membership active and ensures future renewals use the updated payment method. 

How to update the payment method

  1. Go to Contacts and open the client's profile.
  2. Go to the Memberships tab.
  3. Click the three dots for the membership options menu.
  4. Select Change Payment Method.
  5. Add a new card or select an existing one.
  6. Save your changes.

  

How to handle a failed payment

If a membership renewal fails, you have two options:

Option 1 — Send the client a payment link

  1. Go to Contacts and open the client's profile.
  2. Go to the Invoices tab.
  3. Open the pending invoice.
  4. Copy the Stripe Payment Link and send it to the client.
  5. The client can complete the payment online using their preferred payment method.

  

Option 2 — Mark the invoice as paid manually

  1. Go to Contacts and open the client's profile.
  2. Go to the Invoices tab.
  3. Open the invoice.
  4. Click Actions.
  5. Select Change Invoice Status.
  6. Choose Paid.
  7. Select the payment method used by the client.
  8. Save your changes.

  

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.

Frequently asked questions

▶ 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? Yes. Future membership charges will use the updated payment method.

▶ Why should I update the payment method instead of creating a new membership? Updating the payment method allows the membership to continue without interruption, maintaining accurate membership history and avoiding unnecessary cancellations.