How to Help a Cardholder Update Their Contact Details
How can a cardholder update their contact details?
To update their contact details, guide the cardholder through the following steps:
- Log in to their account: Instruct the cardholder to log into their account via your app or online portal.
- Navigate to the account settings: Direct them to the "Account Settings" or "Profile" section, where they can find options to update their contact information.
- Enter new contact details: The cardholder can update their phone number, email address, or other contact information as needed.
- Confirm changes: After updating the details, the cardholder should review and confirm the changes to ensure their information is saved.
What should a cardholder do if they encounter issues while updating their contact details?
If a cardholder experiences issues, advise them to follow these steps:
- Check for system errors: If the page doesn’t load or changes aren’t saving, ask the cardholder to refresh the page or log out and back in.
- Ensure information is valid: If the cardholder is entering invalid or incomplete contact details (such as an incorrectly formatted phone number or email), they may receive an error. Advise them to double-check the accuracy of the information they are providing.
- Verify their KYC status: If the cardholder hasn’t completed KYC or their account has issues related to verification, they may be restricted from updating contact details. Ensure that their KYC status is up to date.
- Contact support: If they continue to experience issues, the cardholder should contact your support team for assistance. Ask them to provide any error messages they’ve received to help with troubleshooting.