Introduction
In this article, you will find how to add a new credit card to Member profile. If you would like to add other payment source than credit card, go to this article. This article also explains how to assign that payment source to a Contract.
- This article will be useful to PG Champion, Club Manager, Administrator and Club Owner.
Instruction
How to add Credit card to Member profile in PGM?
- Go to the PGM → Clients → Clients →Club Members
- Select a member, you want to add a payment card to and open their profile
- Choose the Data tab.
- Select Payment sources tab.
- Add a new payment source by clicking the Add new bank card button
- Select the Contracts to which this payment source should be assigned to and click on the Assign to contracts button. If no Contract selected, credit card still can be registered and selected in the future.
- If a new credit card can be added from current browser window, click Next and you will be redirected to secure provider's page to fill in credit card details.
After successful registration, new payment source will be available and attached to contract if any selected.
Hints
You can also send email with registration link to member by clicking Send registration link to member button.
This option will work only if a member has provided their email address. To avoid spam, you can send only one message with registration link within 24 hours.
To send email messages with registration link, Automation Center has to be configured for the company. More about Automation Center in this article. Email message is based on built in template, which can be modified to fit your needs. Read more about notification templates in this article.