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Make it easier for clients to update default card on file

Bela Ensign

It would be great to have a customized "update card link" that directly connects to the client's contact file (no need to re-enter all of their info, and no risk of creating a duplicate contact file).

This simple form should allow clients to check a box and elect to make that new card the default card on file (because otherwise the card only updates for open orders and when we manually add a new order, we can't easily see which is the preferred card, so old cards often get accidentally used).

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Hi Bela!

You can now add self-service account management to your membership site with the My Account app, where your clients can update their credit cards. Here's our announcement about this new feature: 

 

🚀 Add self-service account management with the My Account app!

Give your customers full control over their subscriptions and payment information with the My Account app, a companion to the My Profile app. Ensure you always have up-to-date credit card information so you get paid, and reduce the barrier to entry for leads with a transparent cancellation process.

Enable this app so your customers can:

  • 🔄 View purchase history and manage subscriptions easily
  • 💳 Update credit card information seamlessly 
  • 📊 Provide valuable feedback to you through cancellation surveys 

Increase customer satisfaction and loyalty by providing a seamless self-service experience!

Log in to our demo to check it out here.

Enable it in the App Marketplace, and learn more in our Support Center article

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