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How to Reorder Payment Methods When Charging a Client

How to Reorder Payment Methods When Charging a Client

Posted by Support Team on November 5, 2024 — Updated on November 5, 2024

Within our Workout Software, you have the ability to reorder the payment methods when charging a client.

This guide will take you through the process of reordering payment methods when a trainer is charging a client.

1. Payment Details

Access a client’s “Payment Details” section.

Payment Details

2. Charge Client

Initiate a transaction, for example charge for a product.

Charge Client

3. Select Item

Choose the item to charge for.

Select Item

4. Select Payment

Click on “Select Payment”.

Select Payment

5. Reorder Payment Methods

Click on the “Reorder payment methods” link.

Reorder Payment Methods

6. Click and Drag

Click and drag payment methods to reorder.

Click and Drag

7. Save Order

Click on “Save Order”.

Save Order

8. View Changes

The order of the payment methods should now reflect the changes made.

View Changes

This guide covered the steps to successfully rearrange payment methods when charging a client.
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