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New features

Expiration date formats itself as you type

The Expiration Date field in the add-card form now accepts natural typing and formats the value to MM/YY for you. Type 1230, 12/30, 12/2030, or a single-digit month like 9/29, and the field settles on the right format. Previously the field only accepted a pre-slashed MM/YY value, and Save Card stayed disabled without explanation if the format was off. This applies everywhere the add-card form appears: Client Portal → Settings → Payment Methods, client onboarding, and the client detail page clinicians use to add a card on a client’s behalf. Who this affects: clients adding a card, and clinicians or practice staff adding a card for a client. Why it matters: you can type the expiration date the way it appears on the card instead of guessing the required format.

Per-field validation messages in the add-card form

The add-card form now tells you exactly which field needs attention when you leave it:
  • First name is required and Last name is required on the cardholder name fields
  • Expiration date is required, Enter a valid expiration date (MM/YY), or This card expiration date has passed on the expiration field
  • Enter a valid card number and Enter a valid security code on the card number and CVV fields, with a hint such as Check the card number and CVV when those fields are left incomplete
Failure messages are also announced to screen readers, so a failed save is no longer silent for assistive-technology users. Who this affects: anyone adding a card. Why it matters: instead of a disabled Save Card button with no explanation, the form points at the exact field to fix.

Bug fixes

Failed saves no longer leave Save Card stuck

Previously, if saving a card failed once, an error message could stay on screen and keep Save Card disabled even after you fixed the problem. The message now clears when you correct the field, and you can retry the save.

Card expiration dates save correctly

A processing issue could leave the expiration date missing from a card’s saved details even though the card itself saved and could be charged. The expiration date you enter is now stored correctly with the card.