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.

credit_card Add a New Credit Card on File

Things to note:

Required role: 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, go to:

From any screen click your name (top right):

From the popup, underneath your name and practice click

You'll then see your profile
Scroll to the bottom and find the Credit Cards section:

To update or add a new card on file, click (top right)
Enter the card details and click (by default, the card is marked as default)

Need to update an existing card on file?

For security, including the way cards are stored, we are unable to load the plaintext card details to edit.

Instead, use the above steps to add a "new" card, then use the steps below to delete the old card.

credit_card_off Remove a Credit Card on File

Once a second card (or more) has been added, you can remove old cards
Also note the columns date added and default (the card we charge)
To the right of the card details, click

Then click at the bottom left