Send Card Update Link

When a customer's card on file needs updating or adding, you can send them a secure link to do it themselves by email or text. The link works for 24 hours after it's created.

1. Open the customer's profile from Customers > Customer List.
2. In the Payment Method section, select the menu (the three dots in the top-right corner), then choose Send Card Update Link.
3. Pick a delivery method: Email or SMS.
4. Check the contact details:
   • Email (or phone number, for SMS): confirm or edit where the link goes.
   • Address as: the name the message greets the customer by.
5. (Optional) Add a personal note. It appears in the message above the update button.
6. Review the Preview, then select Send Email (or Send SMS).

Note: The link expires 24 hours after it's created. If it lapses before the customer uses it, just send a new one.

What the customer sees

The customer gets a short message from your business with a secure Update payment method button. Selecting it opens a page where they enter their new card details. Once they save, the card on file updates on its own — there's nothing more for you to do.

Where the message comes from

By default, the link sends from:

• Email: noreply@vinoshipper.com
• SMS: 707-606-0714

If you've connected your own SendGrid account, the email sends from your address instead. See the SendGrid Integration Guide to set that up.