Skip to main content

Adding existing payment method when upgrading the contract via Client Portal

Updated

Introduction

In Perfect Gym, members can upgrade their contracts directly through the Client Portal — without needing to contact staff. As part of this process, the system typically asks members to provide or re-confirm their payment details, even when a valid payment method is already saved on their account.

This feature removes that extra step. When enabled, the system automatically carries over the member's existing payment method to the upgraded contract, making the upgrade process faster and smoother for your members.

  • In this article, you will learn how to enable the setting that automatically applies a member's existing payment method during a contract upgrade in the Client Portal — and when this carry-over applies.
  • This article will be helpful for PG Champions who manage system settings and want to reduce unnecessary friction during the contract upgrade process.

Before you start

  • Make sure you have admin access to the System Settings in Perfect Gym.
  • Verify that the member's contract has an active payment source assigned before testing this feature.
  • Make sure you're familiar with the Upgrade feature in the Client Portal. Learn more.

Fast lane

This is a brief overview. The sections below contain more detailed information.

  1. Go to Settings / Client Portal / Contract
  2. Set Use current payment source on upgrade via Client Portal to true
  3. Save — the feature is now active for all qualifying upgrades.

Instruction 

The setting ClientPortal.Contract.UseCurrentPaymentSourceOnUpgrade controls whether the system reuses the member's existing payment source during a contract upgrade in the Client Portal. When enabled, the payment selection screen is skipped entirely and the existing method is automatically attached to the new contract.

Enabling the setting

  1. Go to Settings > System Settings.
  2. Navigate to Client Portal > Contract.
  3. Find the setting Use current payment source on upgrade via Client Portal and set it to true.
  4. Save your changes.

The setting is disabled (false) by default.

Screenshot 2026-06-30 at 14.07.33.png

When does automatic carry-over apply?

All of the following conditions must be met for the existing payment method to be applied automatically:

  • The feature is enabled (Use current payment source on upgrade via Client Portal = true)
  • The member's current contract has a payment source assigned
  • The payment source is active — not deleted, restricted, or expired
  • The payment source belongs to the upgrading member (not a family member)
  • The payment type (e.g. Direct Debit, Credit Card) is supported by the new contract's payment plan

If any condition is not met, the system falls back to the standard flow — the member is prompted to enter or select their payment details as usual. There is no disruption to the existing process.

Hints

  • This setting is opt-in and disabled by default — you need to actively enable it for your facility.
  • The carry-over applies only to the member's own payment source. Family member payment sources are not eligible.
  • If the new contract's payment plan does not support the existing payment type, the standard payment selection screen appears automatically.
  • Members who do not have an assigned payment source on their profile always go through the standard payment entry flow, so this feature does not affect them.

Related articles