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.

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