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How do I give my payers the ability to update the name and email on their recurring plan themselves?
How do I give my payers the ability to update the name and email on their recurring plan themselves?
Dodd Caldwell avatar
Written by Dodd Caldwell
Updated over 10 months ago

Payers can manage their recurring plans within the Payer Portal. To allow them to update the name and email associated with their recurring plan themselves in the Payer Portal:

1) Click on the Payer Portal option in your Account drop down menu.

2) Scroll to the “Allow payer to” section and click to enable “Update name and email”

3) Click Save.

4) Now, when your payers go to their Payer Portal, they will be able to update their name and email.

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