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Managing payment methods for different types of purchases

This guide explains how to configure which payment methods are available for different types of purchases, including recurring memberships, drop-ins, store items, and gift cards.

Written by Costa Bontioti
Updated this week

πŸ“ Overview

Multiple payment methods are supported, including online credit card payments, Direct Debit payments, and offline/cash payments. This guide explains how to configure which payment methods are available for each type of purchase, so you have full control over how your customers pay.

For example, you may want all recurring memberships to be paid via Direct Debit, while allowing credit card or cash payments for drop-ins and class packs. You can also adjust payment method settings at the individual customer level if needed.

🧠 Example: While you cannot specify a payment method for a specific membership or class type, you can set different payment methods for recurring versus non-recurring purchases, and also customise payment methods for individual customers.


πŸ› οΈ How to Manage Payment Methods

Payment method settings are managed from your dashboard. To access them, go to Settings ➜ Collect Payments ➜ Manage Payment Methods ➜ Manage.

Settings navigation to Manage Payment Methods

If you already have a payment processor enabled, you can also access these settings via Settings ➜ Collect Payments ➜ Edit.

Edit option for existing payment processor

You will then see an options panel where you can select which types of purchases each payment method applies to. For example, the configuration below allows a customer to use Cash for all non-recurring transactions such as sessions/events, courses, and non-recurring memberships (class packs).

Example of Cash payment method configuration

πŸ”” Gift cards now have their own dedicated payment method settings, separate from store purchases. You can enable or disable specific payment methods for gift card purchases independently of your other purchase type settings.


❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

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How do I enable a payment method for the business side only?

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You can disable a payment method for all customers while keeping it available for your business to use when processing payments on a customer's behalf. The configuration below shows an example of how this can be set up.

Business-side only payment method configuration

Can I customise payment methods for a specific customer?

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Yes, payment methods can be customised at the individual customer level, allowing you to override the default settings for specific customers when needed.

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