How to Update a Member's Credit Card
This guide explains how to securely send a payment update request to a member so they can update the credit card on file themselves. The member will receive a secure payment link to enter their new card details. No credit card information is entered directly into GB Members.
Before You Begin
This feature is available for schools using either Stripe or Bambora as their payment processor.
The process sends the member a secure email allowing them to update the payment method associated with their billing account.
The only difference between payment processors is the email template you will select:
- Stripe schools: Stripe Change Payment Type
- Bambora schools: Bambora Change Payment Type
Step 1 – Open the Member Profile
- Log in to GB Members.
- Navigate to Members.
- Search for and open the member whose payment method needs to be updated.
Step 2 – Send an Email
On the right side of the member profile, click:
Send Email
Step 3 – Select the Correct Email Template
From the Email Template dropdown, select the appropriate template for your payment processor:
If your school uses Stripe
Select:
Stripe Change Payment Type
If your school uses Bambora
Select:
Bambora Change Payment Type
These templates automatically include a secure payment update link for the member.
Step 4 – Review the Email
Click:
Preview & Send
Review the email before sending it to ensure everything looks correct.
Step 5 – (Optional) Schedule the Email
If you prefer, you can schedule the email to be sent at a later date and time.
If you want to send it immediately, leave the scheduling option disabled.
Step 6 – Send the Email
Click:
Send
The member will receive an email containing a secure payment update link.
Once the member completes the update, the new payment method will be associated with their billing account.
No further action is required from the school.
What the Member Will Receive
The email contains:
- A secure payment update link.
- Instructions for updating the card.
- A secure payment page where the member can safely enter their new payment information.
The member simply enters the new card information and submits the form.
Important
Do not send the Member Registration form to an existing member who only needs to update their credit card.
The Member Registration form is intended for new enrollments and may create a new billing profile or subscription instead of updating the existing one.
Always use the appropriate Change Payment Type email template:
- Stripe Change Payment Type (Stripe schools)
- Bambora Change Payment Type (Bambora schools)
Frequently Asked Questions
Will the member lose their billing or subscription?
No.
The existing billing profile remains active. Only the payment method is updated.
Does the member need to come into the school?
No.
The entire process is completed securely online.
Can the school update the member's credit card directly?
For security and PCI compliance, we recommend that members update their own payment information using the secure payment link sent through GB Members.
What if the member doesn't receive the email?
First, verify that the email address on the member's profile is correct.
If necessary, resend the email using the appropriate Change Payment Type template.
Need Assistance?
If you have any questions or need help updating a member's payment method, please contact:
Email: northamerica@graciebarra.com
Or schedule a one-on-one support session: