How can a client update their buyer profile card on record?

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A buyer profile is created when a client purchases a recurring billing product (in installments) for the first time in your Coaches Console cart using either Stripe or Authorize.net as payment method.

The buyer profile feature is designed to streamline the purchasing process by the fact that the client no longer has to go through the checkout process and fill in their card details again when they make new purchases in your cart.

If needed, the option to update the payment card within the buyer profile is available through the client portal on the Payment page that is linked by default to the Payment menu (see example below).

payment-page.png

It’s important for coaches to be aware of these features and to guide their clients in utilizing them effectively.

Important: The Payment menu connected to the system Payment page comes preloaded with all new Console accounts. If you happen to delete the Payment menu for whatever reason, just keep in mind that this will remove for clients their access to the Payment page.

Note: If a client purchases with PayPal, they can change the card in their PayPal account.

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