Members can easily update their bank or credit card info by themselves by simply logging into the member app and heading to the billing section. Learn how that works here: https://help.coworksapp.com/en/articles/3324087-how-can-members-add-update-their-own-billing-information-payment-methods
Sometimes, though, you may want to either add their payment for them, or you just want a quicker way to get their payment without waiting on them to go through the app. In Coworks you can manually add their info or you can trigger a secure link to be emailed to the admin to quickly add their payment .
How to add a credit card or bank account to a team in Coworks
Go to the Directory tab.
Click on "Teams."
Find the desired team and click on "Manage."
Click on the "Membership" tab.
Click on "Add Default Payment Method" if the team has no active payment sources
OR
You can scroll down the page to the "Payment methods" section to add another payment method, change the default payment method, or delete existing payment methods.
6. Capturing the Payment Method (Link or Manual)
In the "Add Payment Method" modal, first, you are given the option to add the new paymen method as defalt or not. If coming from the "Add default" button, this toggle will be on by default
Next, you can choose between Credit Card or Bank for ACH payments
Finally, you can choose the collection method. You have two options:
Add a Payment Source Directly: Enter the payment information on behalf of the team. This is useful if their payment info is accessible to you at the moment.
Send Update Link via Email: Email a secure link to the team admin, allowing them to update their payment details independently by clicking the link in their email and securely adding their payment method. Once completed, you'll receive a notification of their successfully added payment.