ℹ️ This article covers the client profile in the new Back Office and the Classic Back Office. This article will be updated as we release more improvements over the coming months.
Members are now called clients in the new Back Office.
You can add a payment method to a client's profile yourself, send the client a link so they can add it themselves, or remove a payment method that's expired or that the client no longer wants to use.
In the new Back Office
Payment methods are in the right panel on the Billing tab.
Add a payment method yourself
Go to Clients > Profiles and open the client's profile.
Select the Billing tab.
In the right panel, select + and enter the card or SEPA details.
Ask the client to add their payment method
On the Billing tab, select the link icon in the right panel to copy the link.
Select Contact at the top of the page and send the link to the client by email.
When the client opens the link, they're taken to a page in their account where they can add a payment method. This is useful after migrating your data, so clients can add a payment method for future memberships.
Remove a payment method
On the Billing tab, find the payment method in the right panel.
Select the trash can icon next to the payment method you want to remove, and confirm.
You can't remove a payment method that's linked to an active membership.
Cards close to expiring are highlighted in the right panel, and expired cards are marked in red.
In the Classic Back Office
Add a payment method yourself
Go to the client's profile and, under Payment method, select Add a payment method.
Ask the client to add their payment method
Go to the client's profile and, under Payment method, select Copy the link to add a payment method.
Select the envelope icon, then New email. Write your email, paste the link, and select Send.
Remove a payment method
Search for the client in the search bar and open their profile. Payment methods appear at the bottom right of the page.
Select the trash icon next to the payment method.
You can't remove a client's only saved payment method, or a payment method used for a membership.