SwimOffice Admin - Super User or Lesson Admin: Full Access

To change the payment type for monthly lessons, follow these steps.

  1. In the side menu, click Team Admin > Lesson Admin.
  2. Click Acnts/Revenue tab.
  3. Click Monthly Simulation Rpt button.
  4. Under the Account Name click [Change Payment Type].

    Monthly Lessons Simulation

  5. Set the New Payment Method to CC or Check.
  6. If you select CC, click Add/Select Card, then either click Use this card by an existing card, or click Add New Card, fill in the details and click Save.
  7. Click Save Changes.

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See Also
View upcoming monthly classes revenue
Find and fix credit card failures in monthly billing