Summary
Members may need to update their credit card or payment information from time to time. This guide walks through how they can quickly and securely update their payment method through the Member Portal.
Updating Your Payment Method
Step 1: Access the Member Portal
To begin, members must access their account in the Member Portal.
Members can access the Member Portal in a few different ways:
Main Member Portal: Look for the "Member log in" button on the Organizations Member portal (screenshot below)
Logged-in Members: Members can access their memberships directly when logged in via: https://app.joinit.com/account.
Direct URL: Add '/members' to the organization's Member portal URL.
Example: Member portal URL: https://app.joinit.com/o/try-it-out
Member portal URL for Members: https://app.joinit.com/o/try-it-out/members
Screenshot Description: Showing where to click to login to your Member portal
Step 2: Edit Payment Details
Once inside the Member Portal, members will see their active memberships.
Locate the membership you want to update
Click on Payment Details
Click 'Add/edit payment method'
Enter the updated information
Screenshot Description: Showing where to click to edit the payment details in the Member portal
Step 3: Submit Changes
After entering the new payment details those will automatically be updated as the default payment method on the account.
Updating a Member’s Card in the Admin Dashboard
Organizations can also assist Members by updating the card on file directly from the admin side:
Go to the Member’s record
Click 'View billing options'
Select 'Add payment details'
Enter the new card information and save
Screenshot Description: Showing where to update the billing details for a Membership
Frequently Asked Questions
How can an Organization see how to do this from a Members perspective?
To better understand the Member experience, create a test Member record and log into the Member Portal. This allows you to see exactly what Members see and provide clearer guidance.
What happens after a payment method is updated?
The new payment method will be used for all future charges, including upcoming renewals or outstanding invoices.