Learn how to add a credit card on behalf of a client and update a client's default credit card.
When you update a client's payment method, this will automatically change the default payment type in Sawyer for Business to the updated card.
Add or update a client's payment methods
- Log in to your provider portal
- Navigate to Contacts
- Click into an existing contact's Profile
- Find Payment Methods
- Press + Add Card
- Enter card information
- Press Save Card
- When you save or update a credit card on behalf of a client, this automatically results in that card becoming the default payment method.
- Once completed, the client will receive the email below notifying them that their payment method has been updated.
Edit a client's default payment method
If you want to edit a client's default payment method, you'll follow the steps above to locate a client's profile. Once located, simply click the three-dot mini-menu "..." to the right of a credit card you'd like to make the default payment method and select Make Default.
Once selected, you'll need to Accept or Cancel the changes to the client's default payment method in the confirmation window.
Once completed, the client will receive the email below notifying them that their default payment method has been updated.