Send Card Update Link

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

Send the link

1. Open the customer's profile from Customers > Customer List.
2. In the Payment Method section, select the menu (three dots, top right), 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. Add a personal note if you want one. It appears 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, send a new one.

What the customer sees

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. 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.