Manage Cards on File in Public View

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This article walks through how public users can add or remove cards on file for their accounts.

Important Note:

  • View supported options on the Integrated Gateways article under the Cards on File and ACH on File columns of the table. Contact us for information on new Payment Gateway integrations if you do not use one of these payment gateways or need additional assistance.

  • If you are using a payment gateway that allows for saved payment methods, please contact your gateway to double-check that tokenization or a token vault is turned on for all of your payment gateways.

  • Recreation Management does not store any credit card or bank account information. View more information on how cardholder data is protected.

  • Payment methods can also be saved during a transaction.

Instructions

  1. Log in to Recreation Management

  2. If needed, select profile, then Switch to Public ViewHighlighting the Account option Switch to Public View.

  3. Click the Account button

    Public_Facing_Account_Button-RM.png

  4. Select Manage Payment Accounts on the account menumanage payment accounts

  5. View the list of cards on file Highlighting the chart of payment methods.

  6. To add a new payment method, click the Add Card on File buttonAdd Card on File button highlighted on the Manage Payments screen.

  7. Fill out the payment information Forte Payment Information Screen.

    Note: This screen will differ depending on the payment gateway used by the organization. View information specific to each supported gateway:  

  8. To remove a card on file, select the X next to the applicable item Remove a payment option X icon highlighted on payments menu.

  9. Click Ok on the pop-up that says Are you sure you wish to delete this payment method?Ok Remove payment confirmation pop up.