How to add, remove, or change your payment method in Hootboard.

Before You Begin

You need admin access to manage payment methods. If you don't have admin access, contact your HootBoard administrator.

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Steps to Update Your Payment Method

1. Log in to your HootBoard with admin credentials
2. From the main admin menu, click Licenses
3. Navigate to Manage Licenses under Board Licenses
4. The HootBoard Customer Portal opens in a new tab

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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

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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

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Still Need Help?

If you're unable to access payment settings or have other questions, please contact our support team.