Introduction
This article describes how the automatic assignment of the Payment method works on the ClientPortal application. It will be useful to the club Front Desk Employees and any other club employee interested in the usage of the ClientPortal.
Feature description
The automatic assignment of the Payment method was introduced to ensure that the customer always has the newest payment method assigned to their contracts. After adding a new payment method, the customers often forgot about assigning it to the contract, so the whole process had to be automated. It allows for avoiding problems with recurring payments, e.g. with an expired credit card.
Where this functionality is used?
The automatic assignment of the Payment method has been implemented in the Client Portal application, in the Payment settings module.
How can I enable it?
The functionality is enabled by default. You can manage it from PGM → System settings → Client Portal → Payments → Changing contract payment method/Add new payment method (to be able to add new payment method - credit card, user should have an e-mail address on his/her profile).
Which Payment methods are automatically assigned?
All of the recurring payment methods. Currently, these are credit card and direct debit payment methods.
Which contracts the new payment method will be assigned to?
The new payment method will be assigned to all of the customer's and their children's contracts allowing for that kind of payment method. If the contract belongs to the customer's child, there is also a requirement that the customer has to be the Payer of that contract.
Which payment methods will be visible for customer after adding new payment method?
The customer will see added payment source and, as a default setting, Cash method, nevertheless from the setup of available payment methods configured within specific payment plan.
You may switch off the 'Cash' method with changing the setting ClientPortal.PaymentMethods.UserPayments.Cash.IsVisible to 'False'.
After the setting is applied, the customer will see only the payment method added via Payments settings:
How does it work?
Please, watch the video below.