Members often need to update their credit card or payment information for various reasons. This article outlines the simple steps for Members to update payment details through the organization's Member Portal.
Steps on how to update a Payment Method from the Members Portal
Step #1: Accessing the Member Portal
To begin, members must access the organization's Member Portal. They can do so by visiting their profile page on the organization's website.
There are several ways to access the Member Portal:
Direct URL: Add '/members' to the organization's profile URL.
Example: Profile URL: https://app.joinit.com/o/try-it-out
Member portal URL: https://app.joinit.com/o/try-it-out/members
Main Profile Page: Look for "Call To Actions" or buttons directing them to the members' section.
Logged-in Users: Members can access their memberships directly when logged in: https://app.joinit.com/account.
Step #2: Editing Payment Details
Once in the Member Portal, members will see their memberships and options for managing them. They should navigate to the "Payment Details" option. (See screenshot below)
Screenshot #1
Step #3: Submitting Changes
After entering the new payment information, members should submit the changes to update their payment method securely.
Frequently Asked Questions
How can an Organization see how to do this from a Members perspective?
To gain a better understanding from the perspective of a Member, we suggest creating your own Member record and logging in through the Member Portal. This will allow you to experience firsthand what Members see and enable you to provide clear instructions on updating their payment method.
Here are more details on how to see from a Members perspective: https://support.joinit.com/en/articles/2852377-seeing-from-a-members-perspective