How can a client update their credit card for Token on File and/or Memberships?

Clients can update their own token on file by following these simple steps:

1. Login to Online Booking
   
1. Businesses can locate their Online Booking link in Setup > Setup Appointments & Emails > Online Booking Link
   
2. Click MY ACCOUNT
   
3. Click on PAYMENTS
   
4. Enter the required credit card processing information
   
5. Select the checkboxes for the associated needs:
   
1. For Tokens on File, click the checkbox for "I authorize <business name> to store my credit card token on file".
   
2. For Memberships, click the checkbox for "Please update my auto-billed membership to use the credit card information above."
   
6. Click SAVE
   

Memberships that are inactive, expired or recently declined will need to be re-sold from the Memberships area of the software. 

When a Token on File is updated, and email is sent from Clover (the gateway processor) with a button to manage the card on file with the following rules:

1. If a client has no primary email and a business adds the token on file - the confirmation email is sent to the company email.
   
2. If a client has a primary email, and the business add the token on file - the confirmation email is sent only to the client's primary email.
   
3. If a client updates their payment information for the Token on File via the Online Booking Link - the confirmation email is sent only to the client's primary email.

If a client removes a card on file from the Clover Gateway management page, the business is not alerted and the appointment will remain as booked. 

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