In this article, you will learn how you can register your client’s credit card, and how they can do it themselves using your Member Area. We will also show you a report with your clients’ credit cards data.
How to register a credit card on the Member Area?
1. Member logs into the Member zone, and goes to the Memberships tab:
2. Member clicks on the Pay now button visible near installment or fee:
and selects the Recurring payment option:
3. Member is redirected to the credit card details registration page (displayed by the online payments provider).
4. After filling all the necessary information (including a 3D-Secure verification, authorization code in the banking application etc.), the credit card is registered:
Your Members can have the possibility to remove their credit or debit cards according to the settings from Club settings -> Configuration -> Member area -> Member area -> The possibility of removing credit/debit card through the Member area.
Important! A credit/debit card details can be registered only during the membership purchase or during the installment or fee payment. It is not possible to register a new credit/debit card without any available payment to be performed.
Registration of the credit card by the Club Employees
1. Switch to the Members -> Members tab and select the Member’s profile.
2. Choose the “Memberships” tab and click on the credit card icon in the upper right corner:
Another way to do so, would be to go to the Member’s profile and clicking on the cog wheel icon:
3. You will be redirected to the credit card information form, provided by the online payments operator.
4. After the registration process (including a 3D-Secure verification, authorization code in the banking application etc.), you will see the cropped credit card details, as well as it’s status.
Available fields:
- Delete – delete the credit card from the profile
- Charge – manual charge of the credit card
- Back – go back to the Membership tab.
Credit card data report
In this report, you will find information about Members with a credit card assigned.
Go to the Report –> Finance –> Credit/debit cards:
