Adding a Credit Card to a Guest’s Record
If you need to add a credit card to a guest's record:
- Go to All Supporters or Guests & Bidders:
Find the guest in the list.
Click the Edit Icon:
Click the pencil icon next to the guest’s name.
Go to Payment Methods:
In the edit screen, click on the Payment Methods tab.
Add or Edit Credit Card:
- Click Swipe Card or Manually Add Card to enter a new credit card.
- Tip: You cannot delete a card if it's the only one on file; there must always be at least one card on file.