Before You Begin
You need admin access to manage payment methods. If you don't have admin access, contact your HootBoard administrator.
Steps to Update Your Payment Method
- Log in to your HootBoard with admin credentials
- From the main admin menu, click Licenses
- Navigate to Manage Licenses under Board Licenses
- The HootBoard Customer Portal opens in a new tab
Managing Your Payment Methods
From the Customer Portal, you can view your existing payment methods and:
Add a new payment method:
- Click the add payment button
- Enter your new card details
- Click Add to save your changes
Set a default payment method:
- If you have multiple cards, select which card to use for automatic billing
- Click the three dots on the top-right corner of your payment method and click Make default
Delete a payment method:
- Click the three dots on the top-right corner of your payment method and click Delete
- Confirm the deletion
Troubleshooting: If You See a Link Account Payment Method
If you're unable to add or remove cards because a Link account is connected:
- Click the three-dot menu (⋯) in the top-right corner of the Link card section
- Select the option to log out of Link or dismiss it
- This will reveal the standard card entry fields where you can manually enter a new card
Alternatively -
- Click the ">" arrow next to your existing card in the Link interface
Look for "Add a new payment method" or "Use a different card" option
Still Need Help?
If you're unable to access payment settings or have other questions, please contact our support team.
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