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Settings: payment methods — adding, editing, and removing

Updated over a week ago

Payment methods define how your clients can pay for your services. This article explains when and how to add, edit, or remove a payment method.

When to add a new payment method

  • You're introducing a new way to pay (e.g. credit card, bank transfer, PayPal).

  • You're changing your business model and need different payment methods for different products — for example, online payments for passes, memberships, or gift vouchers, while allowing only pass or membership payments for class bookings.

When to edit an existing payment method

  • You've switched banks and have a new account number.

  • You need to update the payment instructions displayed to clients.

When to remove a payment method

  • You no longer want to support this payment method.

  • It was added by mistake.

Important: Changing a payment method in your settings does not retroactively affect past orders.

Adding a new payment method does not automatically enable it for existing classes, courses, events, or appointments. If you want the new method to be available for already scheduled sessions, you need to enable it for each one individually.

FAQ

Does removing a method affect past orders?

No, historical records remain unchanged based on the original order status.

How do I enable on-site (cash) payments?

  1. Go to Settings > Payments > Payment Methods.

  2. Add a new payment method and select "On-site payment" (or "Cash").

  3. Save the payment method.

  4. Then, for each class, course, or workshop where you want to accept on-site payments, make sure this payment method is enabled in the session's payment settings.

Note: Adding a payment method in Settings does not automatically enable it for existing sessions. You need to enable it individually for each class, course, or event where you want it to be available.

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