How to Update a Consumer’s Payment Method

Provider:

1. Log on to Provider Portal

First Option: Session List> Card on File> Click on Checkmark or X> Enter Card Information> Add Card to Save

Second Option: Session Billing>Unbilled Session>Bill Client> Card on File> Click Checkmark or X> Enter Card Information> Add Card to Save

Third Option: Manage Clients> Client’s Client File> Billing Info> Edit> Add Card to Save

Admin:

1. Log into your owner or admin account
2. In the Search field look up your client by name
3. Click on your client's name > Billing Info

From this screen, you will see the options to set their billing preferences and you can update their credit card information.

Clients: Visit Settings > Payment Method