Reuse credit card for family members
Answered
Sometimes when we have an existing client, and then we get another family member as a new client, when the information is filled out on the client portal for a new family member they neglect to add credit card information that we request. They think that because we already have a credit card on file for the original member that they don't need reenter the information. We then have to contact them, request the credit card information again, and explain why they have to give it to us all over again. This has happened on multiple occasions. It seems rather low tech and redundant. Are there any plans to set up SP to be able to use the same credit card for multiple family members without having to request that the client resubmit the information all over again? For example, if I were to use Square instead of the Stripe feature in SP, I would be able to select a single client's credit card and use it to charge all family members. It would also be nice to be able to port insurance information between family members as well, but at least I can look that up from the original client and copy it over. I can't do that with a credit card because you can't see the original credit card number.
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Hi Kathleen,
I see that you were able to create a Help Request to receive an answer to this. I will go ahead and repost the answer below for others to see:
If the existing client (i.e. parent) is the individual who will be paying for the other family members' appointments, you can add this client as a contact to all newly created family members. Once you've added the existing client as a contact, you can set them as responsible for billing in the new family members' accounts. Any billing documents sent to the family members will be forwarded directly to the existing contact.
To add the existing client as a contact for their family member(s):- Navigate to the new family member's client Overview page
- Click Edit > Contacts
- Click Add Contact in the upper righthand corner
- Type in the name of the existing client (with card on file) and select their name
- Edit the information as needed and click Save
- In the flyout window click Manage Client Portal & Billing
- Check the box for Responsible for billing
- You can repeat these steps for each of the family members
If the existing client is already a contact for the family member you can set them as responsible for billing by navigating to the client's Overview page > Edit > Contacts and clicking on Manage > Manage Client Portal & Billing. Check the box for Responsible for billing and click Save.
For more information on editing and managing contacts, I'd recommend checking out this Help Center guide: Managing contacts.
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