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Managing Your Payment Methods as a Client

 Learn how to add, update, or remove credit cards and set a default payment method for your recurring plans.

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ❌Primary Owner, ❌Owner, ❌Manager, ❌Staff, ❌Limited Staff, ✅Client

Adding a New Payment Method

  1. Log in to your Pike13 account.

  2. On your Dashboard, look at the right-hand side menu and select Payments.

  3. Underneath Saved Cards Click + Add New Card.

  4. Enter your card details (Number, Expiration, and CVC)

  5. Click Save.

Updating a Credit Card

  1. Log in to your Pike13 account.

  2. On your Dashboard, look at the right-hand side menu and select Payments.

  3. Under Saved Cards click Edit .

4. From here edit the expiration date/ CVV. 

5. Click Save.

Warning

Once you click Save, Pike13 will immediately perform a validity check on the card information. If any details are incorrect (such as a typo in the card number or an incorrect CVV), you will see a "Declined" message. This automated check is a security measure to prevent the addition of fraudulent or inactive cards to your profile.

Deleting a credit card

  1. Log in to your Pike13 account.

  2.  

    On your Dashboard, look at the right-hand side menu and select Payments.

  3.  

    Under Saved Cards click Delete .

Note

If the card is attached to an active recurring plan, you must add a new "Default" card before the old one can be deleted.

Setting a Default Card

If you have multiple cards on file, ensure the correct one is used for your monthly memberships:

  1. Under the desired card, select the checkbox for Default Payment Method

  2. Your business will now automatically charge this card for all future recurring bills.