87
Overview
Need to update a client’s payment info in CORE? Whether it’s a new credit card or bank account, you’ve got multiple ways to make that change — all depending on where you’re working in the system.
🎥 Watch the walkthrough:
Or preview it below:
Prerequisites
Before you begin:
- Make sure the client is already in your system
- Have their updated card or bank details ready
- You must have billing access to edit payment methods
Step-by-step instructions
Option 1: From the client profile
- Go to the Clients section
- Search and open the client’s profile
- At the top, click View/Change Card
- Click Edit, then enter the new credit card or bank info
- Save changes
Tip: This is the quickest way to make changes if you're already in their file.
Option 2: From the active membership
- From within the Client Profile, scroll down to the Memberships tab
- Click into the client’s Active Membership
- Click View/Change Card next to the membership
- Edit and save the updated payment details
Use this if you want to be sure the new payment method is tied specifically to a membership.
Option 3: During a new sale
- Go to Payments > New Sale
- Add a product, package, or membership to the cart
- Select the client
- Choose Card/Bank as the payment method
- Scroll down and click Edit in the payment section
- Update the payment info and complete the transaction
Tip: You can also collect a digital signature during this flow if needed.
Expected outcome
You’ll have successfully updated your client’s payment method, and all future billing will be processed using the new card or account.
FAQs
Q: Can I store both a card and a bank account?
A: No — CORE supports one active payment method per client at a time.
Q: Will this update all linked memberships and packs?
A: Yes — once updated, the new method will be used for any linked active services.
Q: Can the client update their card from the app?
A: Not currently — only staff can update payment details from the admin side.
Q: What should I do if the credit card information is not being saved?
A: Confirm with the payment gateway if there is any naming rule in their payment page that is not allowed e.g. apostrophe, special characters.
Still need help?
Reach out to our support team via [email protected]
