SwimOffice Admin - Not an Admin or Super User

We strongly recommend you have the families set up their own auto pay for security purposes, as then you can never be accused of misusing their credit card or bank account info. Doing it for them should be a last resort. Instead, email them instructions for setting up auto pay, then step them through setting it up on the phone or in person if needed. Here are the steps to have them take.

  1. Sign in.
  2. In the side menu click My Account > Setup Auto Pay.

    Setup Auto Pay screen

  3. Click Add New Card or Add Bank Account.
  4. Fill in the credit card or bank account details. The Copy From Account Info button speeds the process.
  5. Click Save.

If you choose to do it for them, you will need to have ALL the credit card details or bank account details to set up auto pay for an account--account number, expiration date, and billing name/address.

  1. In the side menu click Team Admin > Account/Member Admin.
  2. Search for their account and click the name.
  3. Click Payment Setup tab.
  4. Click Add New Card or Add Bank Account.
  5. Fill in the credit card or bank account details. The Copy From Account Info button speeds the process.
  6. Click Save.

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See Also
Credit card and ACH Auto Pay security
Change/edit payment methods in Account
Registration: Set up to accept credit cards