How can I update a non-ticketed bidder card-on-file?
To update a non-ticketed bidder's card on file, administrators have two options depending on whether the bidder has already placed bids. Bidders cannot update their own card directly - this must be managed by admin. For ticketed events, admins can replace a card on file from the Guests page or the Check-In page. The options below apply when your auction is configured to require a card on file to bid, which is the default recommended setting (this setting can be disabled, though it is not recommended).
What if the bidder has not yet placed any bids?
If the bidder has not placed any bids, delete their bidder record and ask them to re-register with a new card on file. Deleting the record invalidates their current bidder and guest access.
- Go to Event Dashboard > Guests.
- Locate the bidder record.
- Click Delete Bidder.
- Ask the bidder ro register again and enter their new card on file.
What if the bidder has already placed bids?
If the bidder has already placed bids, their bidder record cannot be deleted and their card on file cannot be updated directly. Once the bidder wins items or makes a donation, a guest cart is created. At that point, you can remove the card on file from the cart so a different card can be charged at checkout.
- Note the bidder's request to use a different card.
- Once the bidder has a guest cart (after winning items or making a donation), open their Guest Carts record.
- Remove the card currently on file from the cart.
- Send the bidder their checkout URL so they can complete their purchase using their preferred card.
This functionality is being improved to make the process more direct for both admins and bidders.