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Add client Card/Bank info with Debitsuccess
Add client Card/Bank info with Debitsuccess
Roy avatar
Written by Roy
Updated over a week ago

Once you have your Debitsuccess integration activated, you can then add your client’s card or bank account details into their PTminder client profile. This can also be done directly by the client themselves through the Client Area login, or through the Mobile Apps.

As a trainer, to add your client's card/bank details, head to the Clients tab, then select the 'Finances' tab on the particular client.

Select the 'Debitsuccess' tab, then the '+ Add Payment method' button:

Choose which payment method (Bank Account or Credit Card), fill in the requested information and away you go! You can then setup payments.

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