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How do I update my Credit Card with TherapyAppointment?
TherapyAppointment practices pay for their subscription by keeping a credit card on file.
credit_card Some basic information:
- The practice must have at least one credit card on file to pay for your account
- We attempt to charge whichever card is marked as the default (check mark ✔️)
- You can't remove the last card on file without first adding a new card.
In This Article:
credit_card Add a New Credit Card on File
Things to note:
- Required role: Owner - only an owner can view or update the credit card on file for the practice
- Related article: View Your Billing History with TherapyAppointment
To add a new card on file, the account owner would go to:
- My Profile (left menu)
- Navigate to the Billing Information section (near the bottom)
- Under that, find the Credit Cards section & click
- Then enter the required credit card number and billing information
- Edit the card details and click (by default, the card is marked as default)
credit_card_off Remove a Credit Card on File
- Once a second card (or more) has been added on file, you can remove old card information
- To the right of the card details, click
Then click at the bottom left:
