Update existing scheduled payments with Default payment method

Payments release notes, 22 October 2025. Published on frontsteps.com/release-notes.

What’s New?

Update existing scheduled payments with Default payment method
Feature Overview
This feature allows users to automatically update all future scheduled payments to use their newly selected default payment method. When a user changes their default payment method (e.g., bank account, credit card), the system will prompt this change to all upcoming scheduled payments, ensuring consistency and reducing manual effort.
Process: Updating existing scheduled payments with default payment method
1. Add & Set Default Payment Method
The homeowner adds a new payment method (e.g., bank account or card) and sets it as the default.
2. Trigger Pop-Up Notification
A pop-up appears showing a list of existing scheduled payments that are currently linked to the previous payment method.
The pop-up includes two action buttons:

• “Yes, Update It”
• “No, Keep It”

3. User Chooses to Update
If the homeowner clicks “Yes, Update It”, the system updates all listed scheduled payments to use the newly set default payment method.
4. User Chooses to Keep Existing Method
If the homeowner clicks “No, Keep It”, the scheduled payments remain associated with the previous payment method.

Benefit

1. Improved User Experience
Reduces the need for manual updates to each scheduled payment.
Ensures seamless transition when switching payment methods.
2. Improved User Experience
Minimizes errors or missed payments due to outdated payment details.
Saves time for users and support teams by automating updates.
3. Consistency Across Transactions
Ensures all future payments reflect the user’s preferred method.
Avoids discrepancies between default settings and scheduled actions.
4. Reduced Risk of Payment Failures
Keeps payment information current, reducing failed transactions due to expired or invalid methods.