Best Practices for Adding a New Payment Card in Personify

The Multiple Ways to Save a New Payment Card in Personify

• Manage CCs
• During the Make Me a Member process
• Taking a Payment

• Update/Replace the existing Draft payment card with a new card.

  ^Click the links above to read about each of these options.

Save a New Payment Card in 'Manage CCs'

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Save a New Payment Card During the 'Make Me a Member' Process

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Save a New Payment Card when Taking a Payment

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Update/Replace the Draft Payment Card with a New Payment Card

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Update/Replace the Draft Payment Card with a New Payment Card