📝 Overview
Learn how to manage payment methods on a client's profile, including adding a new card and updating the default payment method.
When you add or update a payment method on a client's behalf, the card you save will automatically become their default payment method. The client will also receive an email notification any time their payment information is updated.
💳 Managing a Client's Payment Methods
Learn how to add a new card or update a client's default payment method.
Adding a Card
Click here to learn more about adding a card
Click here to learn more about adding a card
Log in to your provider portal.
Navigate to Contacts.
Select an existing client's profile.
Under the Profile tab scroll down to locate the Payment Methods section.
Select + Add Card.
Enter the card information.
Select Save Card.
💡 When you save a new card on a client's behalf, it will automatically become their default payment method. The client will receive an email notification confirming the update.
Updating a Default Payment Method
Click here to learn more about updating default payment methods
Click here to learn more about updating default payment methods
Log in to your provider portal.
Navigate to Contacts.
Select the client's profile.
Locate the Payment Methods section.
Select the three-dot menu (...) to the right of the card you'd like to set as the default. Select Make Default.
In the confirmation window, select Accept to confirm or Cancel to discard the change. The client will receive an email notification confirming that their default payment method has been updated.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Will the client be notified when I update their payment method?
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Yes. Any time you add a new card or update a default payment method on a client's behalf, they will automatically receive an email notification confirming the change.
What happens to the default payment method when I add a new card?
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When you save a new card on a client's behalf, it will automatically become their default payment method. If you'd like a different card to remain as the default, you can update it at any time from the Payment Methods section of their profile.
Can I remove a card from a client's profile?
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This article covers adding cards and updating the default payment method. For questions about removing a card from a client's profile, contact the Sawyer support team at [email protected] or through the chat.