Update a member’s card

Let them do it first

Members can add and manage their own cards from More → Subscription in the app or portal. This is faster for both of you and avoids handling card details over the phone.

When a payment fails, the notification they receive links straight to that screen.

When you do it

Open their record → Payment Methods → Add Payment Method.

Card or bank account. If they have several, set which is default — that’s what recurring charges use.

Removing a card

You can’t remove the only payment method backing an active subscription. Add the replacement first, set it as default, then remove the old one.

This guard exists so a routine cleanup can’t accidentally leave an active member with no way to be charged.

Notes

• Card details go directly to Stripe. Forge OS stores only the brand, last four digits, and expiry.
• Adding a card doesn’t retry a failed payment automatically. If they’re past due, the next scheduled attempt uses the new card, or you can trigger a retry from their subscription.

Related

• Handle a failed payment
• How a member manages their membership