Payment Information

How to get a shareable link to collect or update payment information

Each client has a unique link you can send them to collect or update their payment information on file!

Click on the client, go to the Admin tab at the top left, then click on the "Payments" tab below, and you will see the link on the left hand side:

This is a unique link for this client you can send them to enter payment information!

If you want the unique payment link automatically plugged into email templates, put the tag [[public_payment_link]] into your email template. 

 

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