How to assign a credit card?

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:

 

Was this article helpful?

Related Articles