Payment Method Uses in the Member Portal

The Member Portal allows members to assign different payment methods to various types of transactions, providing flexibility and control over how payments are handled. This guide will explain the available payment methods, their uses, and the specific flows for managing Membership Dues.

Payment Method Uses

1. Default Payment Method

The Default Payment Method is the primary method used for any transactions where no specific payment method has been designated.

• Purpose: This payment method will automatically be applied to any purchases, bookings, or fees that do not have a designated payment method.

• Configuration: Set this method in your account settings to ensure all general transactions are covered without needing to specify a different method.

2. Membership Dues

The Membership Dues payment method is specifically used for handling recurring membership payments.

• Purpose: This payment method is applied to your membership subscriptions, ensuring that your dues are automatically paid on time.

• Configuration: You can assign this payment method to one or more of your current memberships, depending on your needs.

3. Food & Beverage

The Food & Beverage payment method is used for any transactions related to dining.

• Purpose: This method ensures that all food and beverage charges are directed to the correct payment source, separate from other types of transactions.

• Configuration: Assign this method to your account to streamline the payment process when dining or drinking at your organization.

Membership Dues Payment Method Flows

When selecting the Membership Dues payment method, different flows will determine how the payment method is assigned to your memberships. Here’s how each flow works:

1. From Wallet

This flow allows you to assign the Membership Dues payment method to multiple memberships at once.

• Steps:

  1. Access Wallet: Navigate to the "Wallet" section in the Member Portal.

  2. Select Payment Method: Choose "Membership Dues" as the payment method.

  3. Membership Selector: A list of your current memberships will be displayed.

  4. Assign Payment Method:

     • You can select a single membership, multiple memberships, or all memberships to apply the payment method.

  5. Save Changes: Confirm your selection and the payment method will be updated for the selected memberships.

2. From Pay Wall (e.g., Membership Payment Failed)

This flow is triggered when a membership payment fails, and you need to update the payment method specifically for that membership.

• Steps:

  1. Pay Wall Prompt: If a payment fails, you’ll be redirected to a payment update page.

  2. No Membership Selector: Since this is specific to the failed payment, the membership selector will not be displayed.

  3. Apply Payment Method: The new payment method will only be applied to the membership that experienced the payment failure.

  4. Save Changes: Confirm the update to ensure the membership dues are successfully processed.

3. From the Memberships Tab on My Account

This flow is used when managing a specific membership’s payment method directly from the My Account section.

• Steps:

  1. Access Memberships Tab: Go to the "My Account" section and select the "Memberships" tab.

  2. No Membership Selector: Since you are editing a specific membership, the membership selector will not be shown.

  3. Apply Payment Method: The payment method will be updated only for the selected membership.

  4. Save Changes: Confirm your changes to update the payment method for that membership.

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This guide should help you understand how to effectively manage and assign payment methods within the Member Portal, particularly for handling membership dues and other specific transactions. Let me know if you need further adjustments or additional sections!