What This Article Covers
What the Request Credit Card feature is
How to request a card from a member
What members see when they click the secure link
How invoices behave after adding a card
Troubleshooting and FAQs
What’s New
New Request Credit Card button in the member plan flow
Members can add a card without logging in
Cards automatically attach to the member profile
Secure, single-use token link sent via email
Logged events so admins can confirm when a link was sent or completed
Why Use the Request Credit Card Feature
This feature helps you:
Collect missing payment methods quickly
Avoid “cash” or “comped” workarounds
Reduce missed or delayed payments
Keep member billing data accurate
Complete memberships in a single workflow
How to Request a Credit Card
Step 1: Open the Member Profile
Go to Core.
Search for and open the member’s profile.
Step 2: Add or Edit the Member’s Plan
Click Add Plan or select an existing plan to edit.
In the plan setup screen, look for Request Credit Card.
Step 3: Send the Secure Link
Click Request Credit Card.
PushPress will send the member an email with a secure, single-use token link.
No login is required for the member to add their card.
What the member sees:
A secure payment form
A simple “Add Credit Card” flow
If the link has already been used, they’ll be prompted to log in to continue
Step 4: Verify the Card Was Added
Once the member completes the form:
The card will appear automatically in Payment Methods on their profile
Admins can now manually charge any open invoice
Future invoices will automatically use the newly added card
How Invoices Work with New Cards
Open invoices are not automatically charged
Admins can manually process payment once the card is added
All future invoices will use the new payment method
Security Details
Token links are single use
If reused, member must log in
All events (link sent, link completed) are logged for staff visibility
Card entry is fully secure and tokenized
Troubleshooting
The member didn’t receive the email
Confirm the member’s email address is correct
Ask them to check spam/junk
Resend the request
The token link says it’s expired
Token links are single use
Send a new card request to generate a fresh link
The card isn’t showing on the member’s profile
Confirm the member clicked “Submit”
Refresh the profile
Check activity logs for completion events
Why didn’t the open invoice charge automatically?
The system intentionally does not auto-charge
Charge the invoice manually after the card is saved
Frequently Asked Questions (FAQ)
What is the Request Credit Card feature?
A tool that lets admins send members a secure, no-login link to add a credit card.
Do members need to log in?
No. The secure token link lets them add a card without logging in—unless the link has already been used.
Where is the card saved?
Directly to the member’s Payment Methods in Core.
Does this automatically charge any open invoice?
No. Admins must initiate the charge manually.
Can the link be shared?
No. Each link is single use and tied to the member.
Does it work on mobile phones?
Yes. The entire flow is mobile-friendly.
How many times does the email send?
This email is only sent once.
Why is the account in alert?
It is automatically in alert because it is not paid, the admin still needs to manually charge that invoice with the provided payment method (subsequent invoices will be charged with that payment method automatically)
Alert mode status applies as usual, we didn't make any changes there - so they can reserve but not check-in