Update payment method

Overview

The payment method on file for your BloomText account is the credit card used to bill the monthly subscription. Owners and IT can update it at any time from the Plan tab on the Account page. When a trial is ending or a charge has failed, adding or replacing the card here keeps your plan running.

This flow only works on the web app or desktop app. It is not available on mobile.

Prerequisites

• You need to be an Owner or IT on your account. The Plan tab is under Settings → Account. See Run every location from the Account page.
• Sign in on the web app (app.bloomtext.com) or the Windows / macOS desktop app. The Plan tab is not exposed in the mobile apps.
• The replacement payment method (typically a credit card).

Steps

1. Select Settings, the gear at the bottom of the left bar.
2. Choose Account.
3. Open the Plan tab.
4. On the SMS Messaging card, Count resets on shows when the plan renews. That's the next charge to the card on file.
5. Select Manage billing. BloomText hands you off to the payment processor. Update the card on file and save.

After you return to BloomText, the new card is used for the next invoice.

Edge cases / gotchas

• No reminder in the app. BloomText doesn't show a banner when a trial is ending or a card fails. Watch for the billing email, then update the card here.

• Owners and IT only. Nobody else sees Account in Settings. If you don't see it, ask an Owner or IT person on your account.

• Web / desktop only. The redirect flow to the payment processor is not wired into the mobile apps. Open BloomText in a browser or on the desktop app.

• Declined cards. If a payment fails, BloomText retries on a schedule. Continued failures can suspend paid features (SMS in particular). Update the card before the retry window closes to avoid interruption.

• Payment processor handoff. The card update happens on the payment processor's page, not inside BloomText. Do not enter card details into any BloomText chat, support email, or form — if someone asks you to, treat it as suspicious.

• Billing questions beyond card updates. For invoice history, refund requests, or plan changes, message BloomText support or an Owner or IT person on your account.

• Cancelling. An Owner clicks Cancel subscription on the Plan tab, or turns off Team Chat and SMS Messaging there (on a custom plan, Request a plan change). A paid plan keeps running until the end of the period you've paid for; a free trial cancelled with Cancel subscription ends right away, with no charge. See Cancel or downgrade your plan.

Step-by-step guides

• Upgrade from your trial
• Change the tier of one feature
• Check your plan's usage
• Cancel or downgrade your plan
• Pricing and plans
• Guide: Move from trial to a paid plan

Related flows

• Administrative features
• SMS messaging to patients