Managing Bank Accounts on Client Profiles

This article provides step-by-step instructions to help you add bank accounts details to client profiles and enabling bank accounts for membership payments. 

Things to know:

• The ability to add bank accounts to client profiles is controlled by the "Accessing Client Records" access controll setting 
  
• In-store, client's bank account details can only be added from their profile.

Contents:

• Add a Bank Account to a Client Profile
• Clients Submitting Bank Account Details
• Enabling Bank Accounts For Membership Payments & Recurring Charges On Client Profiles

Add a Bank Account to a Client Profile

1. Navigate to the Clients tab
2. Use the location filter to select the desired location 
3. Search for the desired client and open their profile 
4. In the "Details" section, click the edit icon 
5. Scroll to the 'Payment Method' section 
6. Click "Add a bank account"
7. In the Setup Bank Account modal, click Send and choose how to share the link with the client: 
   • Via Communicator – Opens Communicator and pastes a link you can send directly. 
   • Via Shareable Link – Copies the link to your device for manual sharing.
8. The client receives the link and is prompted to enter their bank details.

Clients Submitting Bank Account Details

1. Click the link received.
   
2. The email address of the account holder will be pre-filled by default and cannot be edited. 
3. Enter the name of the account holder. > Click 'Add New bank Account'
4. Follow the steps and enter the information to add the account
5. Click 'OK' on the successful pop-up 
6. The bank account details will be saved and displayed 

Once completed, the bank account details will be reflected on the client profile

Enabling Bank Accounts For Membership Payments & Recurring Charges On Client Profiles

Once the bank account is added to the client profile, the option to use this account for membership payments and recurring charges will be visible. Checking this checkbox from the client profile will update the user profile on the My Account > Payment page. 

Client Profile > Edit Details 

Related Articles:

• Configure Bank Account for ACH Payments
• Configuring Bank Accounts Online
• Accepting Bank Accounts via POS