Update payment method

Overview

The payment method on file for a BloomText organization is the credit card used to bill the monthly subscription. Admins can update it at any time from the Plan tab inside organization settings.

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

Prerequisites

• The administrator role on the organization you want to update.
• 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 the Settings gear in the lower-left corner of the app.
2. Choose Organizations, then the name of your organization.
3. Open the Plan tab and select Manage subscription.
4. BloomText hands you off to the payment processor. Update the card on file and save.
5. After you return to BloomText, the new card is used for the next invoice.

Edge cases / gotchas

• Admin-only. The Plan tab is hidden for non-admin users. If you don't see it, check with your organization's admin.
• 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 admin in your organization who manages billing.

Related flows

• Administrative features
• SMS messaging to patients