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How can I manage and update payment methods for memberships in SPARK MINDS?

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Written by Partner Training

How to Manage and Update Payment Methods for Memberships in SPARK MINDS

Managing payment methods for memberships in SPARK MINDS involves several key processes, including adding, updating, transferring, and troubleshooting payment methods. This guide provides step-by-step instructions for each scenario to help you effectively manage payment methods.

Adding and Attaching Payment Methods

To attach a payment method to a student's membership after adding it to their profile:

  1. Go to the student's profile.

  2. Scroll to their membership at the bottom of the screen.

  3. Select Actions and then Edit Membership Details.

  4. In the payment info section, use the drop-down menu next to "Use existing or add new?" to select the payment method.

If a member is receiving failed payment notices and has no card on file, follow these steps to add a payment method:

  1. Open the member’s membership.

  2. Click Actions > Edit Membership Details.

  3. Scroll to the Payment Info section and select Add New Payment Method.

  4. Choose the card that’s on file to attach it to the membership.

  5. Save your changes at the bottom of the screen.

Updating Payment Methods for Memberships

When you enter a new payment method on a student’s profile, it does not automatically update their membership. To apply the new payment method:

  1. Edit the membership by clicking Edit Membership Details.

  2. In the payment section, select the desired payment method.

  3. Save your changes.

If you are managing memberships for multiple family members, note that payment methods must be updated separately for each membership. This ensures that each membership is linked to the correct payment method.

Transferring Payment Methods Between Profiles

When transferring a membership to a different student’s profile, the associated payment method can also be moved. If the payment method still appears on the original student’s account but not the new one, contact the support team to update the payment method so it appears correctly on the new profile and is removed from the old one.

Setting Default Payment Methods

To set a membership to auto-charge a saved card and make it the default payment method:

  1. Open the student’s profile and go to the membership.

  2. Click Actions → Edit Membership Details.

  3. Set the payment collection method to Auto-charge.

  4. When the payment method dropdown appears, select the saved card you want to use.

  5. Mark that card as the default payment method for the membership (click Default if shown).

  6. Save your changes.

Troubleshooting Payment Issues

If you encounter issues such as failed payments or incorrect payment methods:

  • Ensure the payment method is correctly attached to the membership by following the steps in the "Adding and Attaching Payment Methods" section.

  • For membership transfers, verify that the payment method has been updated on the new profile. Contact support if necessary.

Related Topics

  • Managing Memberships

  • Troubleshooting Failed Payments

  • Setting Up Auto-Charge for Memberships

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