Replacing the default form of payment on a customer's profile

When a customer wishes to update their profile with a new form of payment such as a different credit card, we need to follow several steps to insure the previous card is removed.

  1. In the Address Book, find the customer.
  2. Open their address book entry to the Booking tab.
  3. Click Options.
  4. Uncheck the Payment checkbox and click OK.  This will insure no new bookings will have this payment.
  5. Open each individual future booking and remove any pending payment which matches the old form of payment.
  6. Then go to any future booking and apply the new payment with Mark as Default.  This will re-apply it to all the other bookings.
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