Client Knowledge Base

How to Manage Payment Methods

Add, update, or remove your stored cards.

You can securely add a payment method for one-time purchases or automated recurring subscriptions. There are two ways to do this:

Method 1: From the Dashboard

  1. Log in to your Client Portal.
  2. Click the Billing menu tab.
  3. On the left menu, click Payment methods.
  4. Click the Add payment method button.
  5. Fill in your card details securely, and click Save.

Auto-Renewals: By default, checking the box for recurring payments will allow this card to be used automatically when your hosting or care plan is due for renewal. You can uncheck this box to prevent auto-renewals on the specific card.

Method 2: During Checkout

When purchasing a new service, you can add a new payment method directly on the checkout screen.

  • Fill in your payment details.
  • Check the box to Save card if you wish to use it again in the future.
  • Check the box to Allow auto payment if you want this card used for future recurring invoices for that subscription.

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