Overview

You can now control which payment types clients can use when buying packages and memberships. This guide shows how to configure payment settings so checkout is faster and more accurate.

 

Prerequisites

• Admin access to CORE

• Packages or memberships already created (or ready to create)

 

Step-by-Step Instructions

 

Configuring 'Allowed' Payment Types for Packages and Memberships

•  Login to Core
• Navigate to Payments > Retail Configurations 
• Select either the Packages or Memberships menus. 
• Choose to Create New package or membership or click the pencil icon to edit an existing one.
• In the package or membership settings, find the Recurring Payment Method or Pay Now Payment Method sections.
• Choose what payment types are allowed for each. 
  • Options:
    • Card (Credit/Debit cards only)
    • Bank (Bank account/ACH only)
    • Any (Either card or bank allowed)
• Review your selections and press Edit Package to save changes. 

 

 

Tip: Make sure to clearly communicate your payment rules to clients during sales or signup!

 

The system will now enforce these payment rules at checkout — clients will only see payment options that match your settings.

 

 

Expected Outcome

 

After setup, clients will only be able to complete checkout using the payment methods you allow, making the process smoother and preventing mistakes.

 

Troubleshooting / FAQs

 

Q: What happens if a client tries to use a blocked payment type?

A: The blocked option will not appear at checkout, so there’s no confusion.

 

Q: Can I change the allowed payment types later?

A: Yes! Just return to the same Retail Configurations screen and edit your settings.

 

Q: Does this apply to both app and in-person checkouts?

A: Yes, payment restrictions will apply across all checkout experiences.

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Still Need Help?

 

Reach out to our support team via [email protected]