INTRODUCTION
Feature Summary: Learn how to set a member's preferred payment profile from the admin panel, and how members can manage their own preferred payment profile from the member portal.
Use Cases:
Set a member's preferred payment profile from the admin panel for use in billing and payment workflows
Allow members to manage their own preferred payment profile through the member portal
Specify which payment profile is used for auto-pay features like batch billing and membership auto-pay
PREREQUISITES
In order to save and set preferred payment profiles, your organization must be integrated with one of our Integrated Payment Providers.
How to Set a Preferred Payment Profile
Admin Steps to Manually Set a Preferred Payment Profile:
1. Navigate to a user’s Member Profile and go to the Billing > Payment Profiles tab.
2. If a member does not have a payment profile on file, click Create Payment Profile to enter their information manually. The first payment profile added is automatically set as the preferred payment profile.
3.If a member already has a payment profile on file, click the three vertical dots next to the profile and select Set Preferred. When prompted, click Confirm.
Note: If the selected payment profile is already set as preferred, the Set Preferred option will not appear.
USER PERSPECTIVE
Member Steps to Manually Set a Preferred Payment Profile:
Option 1 — Via an Existing Payment Profile
Member portal: The member hovers over their name and selects the Payment Profiles tab.
Mobile app: The member taps More in the bottom right corner and selects Payment Profiles.
The member clicks Set Preferred on the desired payment profile.
Note: If the selected payment profile is already set as preferred, the Set Preferred option will not appear.
Option 2 — Via Account Creation
If your organization requires a payment profile on the sign-up form, one is collected when a new member creates their account. The payment information they submit becomes their preferred payment profile.
If a payment profile is required when booking a court, it is collected at that time instead.
Additionally, members can also add or update a payment profile via these options:
Member portal: The member hovers over their name and selects the Payment Profiles tab.
Mobile app: The member taps More in the bottom right corner and selects Payment Profiles.
The member clicks Create Payment Profile.
The member enters their payment information and checks the Set Preferred Payment Profile checkbox.
Note: If the member has no saved payment profiles, this checkbox is hidden and the new payment profile is automatically set as preferred.
Batch Billing - Payment Profile Priority Logic
When using the Batch Billing add-on, admins can set a Payment Profile Priority to control the order in which the system attempts to charge a member's payment profiles. This is configured in the admin panel under Transactions > Batch Billing.
Keep the following in mind when using Payment Profile Priority:
If a member has both payment profile types, the system always attempts to charge the admin-selected Payment Profile Priority first, regardless of the member's preferred payment profile.
If a member does not have a payment profile matching the selected priority, the system falls back to the member's preferred payment profile.
If a member has multiple payment profiles of the selected priority type, the system attempts to charge the preferred payment profile within that priority type.