When your client has existing PaySmart linked Membership and you’re looking to update your client’s Payment Information; Payment Amount; or Payment Frequency, then you’d have to follow the steps below:
- Go to “Client” tab and pull up your client’s profile
- Head to “Memberships”
- Use the “Remove PaySmart Payment Schedule” link
4) Optional - Cancel membership (if required: example if you’re looking to change payment amount or frequency) and add new membership with the new terms.
5) Click on “Setup Linked Payment Schedule”
6) Fill up the PaySmart Payment Form:
7) And you’re done!