Before you start
- This setting must be enabled for your customers in the Skio dashboard under Customer Portal > Portal settings.
- For CPv2, enable directly in the Portal Settings page.
- For CPv3, enable in Portal Settings > Experience.
How do customers add a credit card?
The customer can then login to their customer account and click "Edit" beside the billing section.
Then select "Add new payment method"
From there the customer can fill in their new credit card details and hit "Next."
After that, they can add the billing address and hit "Add card"
How do customers update a credit card?
This setting allows subscribers to update their existing credit cards in the Skio customer portal. After loging in the customer can follow these steps:
Click "Edit" beside the billing section.
Click "Edit" under the credit card you want to update.
Make any necessary changes, and hit "Save changes"
How do customers change their Default Payment Method?
Customers can change the default payment method through their customer portal.
Select "Edit" beside the billing section.
Select the payment method you'd like to be your default, and then click "Set as primary payment method."
