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Getting your members to manually input their billing information and payment method
Getting your members to manually input their billing information and payment method

Here are 2 ways you can get your members to manually input their payment methods and billing information

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Written by Support Team
Updated yesterday

Option 1 - Send an email

Here's a sample email template or message you can copy and paste to your existing members.

"SUBJECT: (YOUR BUSINESS NAME - We Need Your Help!)"

"We have recently decided to make your experience with (YOUR BUSINESS NAME) a lot better and easier to manage. All of your billing and invoices will now be handled within Chalk It Pro. This means you will now have instant access to our new retail store for purchases and all your invoice information on demand.

We need you to follow these instructions to update your billing information into Chalk it Pro.

When In Chalk It Pro:

Account Info --> Billing --> Billing Information --> Payment Methods

That's it! Easy!

It allows us to operate a single app on the business side and deliver you everything you need in that app as well. We're super stoked to bring this to everyone.

Thanks,

(YOUR BUSINESS NAME)"

Option 2 - Flag their account with a payment issue notification

You can also add a Payment Issue notification with a message to their Chalk It Pro account as to remind them to update their payment information. They will get this notice each time they log in until they remedy it and you mark them as active.

Member --> Look Up Member Name --> Member Info...

PAYMENT ISSUE.PNG

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