Overview

You can now configure a separate payment method for each membership a client holds. This guide explains how to set it up and why it helps manage complex billing more accurately.

Step-by-Step Instructions

Assigning a Payment Method to a Membership

• Login to CORE
• Navigate to Clients in the top navigation menu. 
• Search for and select the desired client
• Go to the Memberships section inside their client record.
• Find the membership you wish to edit or configure and click the eye icon.
• Locate the Payment Method field.
• Choose from the client’s stored Wallet payment methods or add a new one if needed.
• Save the configuration.
• A pop up warning will appear - select Confirm. 

Tip: If no specific method is chosen, the client’s default Wallet method will apply automatically.

Repeat the Above Steps for Additional Memberships

• For clients with multiple memberships, you can assign different payment methods to each one individually.
• The system will recognize and process payments separately for each membership based on its assigned method.

Expected Outcome

After setting this up, each membership will:

• Charge the correct assigned payment method

• Bill automatically without manual intervention

• Reduce errors when clients want different payment setups (e.g., personal card for one membership, business card for another)

Troubleshooting / FAQs

Q: Can a client have multiple memberships using the same payment method?

A: Yes! You can assign the same Wallet method to multiple memberships if needed.

Q: What happens if a payment method fails?

A: The system will attempt billing according to normal failed payment settings. Clients can update their Wallet methods anytime.

Q: Can staff change the payment method later?

A: Yes, just edit the membership and assign a new payment method at any time.

Still Need Help?

Reach out to our support team via [email protected]