A guest might request the front office to change the payment type for a recurring membership due to the following reasons:
- If the guest chose to pay for the membership using a Pre-paid or Gift card the first time, the default payment method when collecting payment the next time changes to cash. The guest might prefer to make recurring payments using a credit card or custom payment instead.
- The payment type made by the guest when paying for the recurring membership the first time, becomes the default payment method when collecting payment the next time for the membership. The guest might prefer to make recurring payment using other payment types.
Example: If a guest makes the first payment for a recurring membership using cash, the next payment also requires the payment for the recurring membership to be made using cash. The guest might prefer to make recurring payments using a credit card instead.
To change the payment type of a recurring membership, follow these steps:
- In the Appointment Book search box, start typing the name of the guest for whom you wish to add credit card details.
- On the matching guest record, click
The guest's profile opens.
In the Guest Profile window, click the Memberships tab.
Click the membership whose payment type you wish to change.
The membership details open.
Against the Payment Type, click Change.
Change Payment Type pop-up with alternate payment types appears.
Based on the guest's preference, select the desired payment type and click Update.
A warning stating that all future payments, including payments pending for memberships that are Frozen or Suspended, will be collected using the new payment type, appears.
A confirmation message about the changed payment type appears.