Manage a User's Credit Card

We understand the importance of having a sense of security and confidence when it comes to managing your user’s credit card information.

Secure Pre-Event

Require users to have a credit card to bid, purchase, or donate.

Credit Card Requirement

1. Go to Admin View.
2. Visit the Users Container within the Dashboard.
3. Click the More button ("···").
4. Click Settings.
5. Scroll down to Participate.
6. Check Require for credit cards required.

Secure Pre, During, or Post Event

Send a text message to all or selected users who have yet to add a credit card to their account.

Send a text to All Users

1. Go to Admin View.
2. Click Messages.
3. Select Text.
4. Select New Text
5. From the dropdown labeled, Template, select Prompt for Card on File.
6. Select Apply.
7. Confirm the message is accurate.
8. Select Send.

Send a text to Selected Users

1. From the Admin Navigation, select Communications > Text.
2. Select New Text.
3. From the dropdown labeled, Template, select Prompt for Card on File.
4. Select Apply.
5. In the To section, enter the user’s name.
6. From the dropdown, select their account.
7. Confirm the message and recipients are correct.
8. Select Send Text Message.

View if a user has a credit card on file

See the credit card icon on the user's account from check-in, user, and checkout.

View the credit card added to a users account

1. From the Admin Navigation, select Users > Details. 
2. Search and select the User account.
3. Detailed information populates on the right.
4. If a credit card is added to an account, you see Credit Card on File.
5. View the credit card details, including the last four digits on the card.

Secure at Checkout

Add a Users credit card for payment

1. From the Admin Navigation, select Checkout & Payments > Checkout.
2. Search for the user.
3. Select Begin Checkout.
4. Select Make a Payment.
5. Confirm the amount.
6. Select Enter Card.
7. Enter the user's credit card information.
8. Click Submit.