Client Portal

The Client Portal allows payers to create an account, manage their payment methods, view transaction history, and subscribe to recurring payments. When clients are signed in, all transactions are linked to their account rather than processed as a guest.

Benefits of Client Registration

Registered clients can:

• Save payment methods for faster checkout
• View transaction history across all their payments
• Set up recurring payments and payment plans
• Manage subscriptions and update payment details
• Access receipts for all past transactions

Client Registration

How Clients Register

1. Navigate to your agency's payment portal
2. Click Register or Create Account
3. Enter required information:
   • Email address
   • Password
   • Name
   • Contact information
4. Verify email address via the confirmation link
5. Complete registration

Registration Requirements

• Valid email address (used for login and notifications)
• Password meeting security requirements
• Agreement to terms of service

Client Login

Signing In

1. Navigate to your agency's payment portal
2. Click Sign In or Login
3. Enter email and password
4. Complete any additional verification if required

Forgot Password

If a client forgets their password:

1. Click Forgot Password on the login page
2. Enter the registered email address
3. Check email for password reset link
4. Create a new password

Managing Payment Methods

Signed-in clients can save and manage their payment methods for faster future transactions.

Adding a Payment Method

1. Sign in to the Client Portal
2. Navigate to Payment Methods or Wallet
3. Click Add Payment Method
4. Enter card or bank account details
5. Save the payment method

Saved Payment Methods

Clients can save:

• Credit and debit cards
• Bank accounts (ACH)

Updating or Removing Payment Methods

1. Navigate to Payment Methods
2. Select the payment method to update or remove
3. Click Edit to update details or Remove to delete

TIP

Saved payment methods make recurring payments and future transactions faster and more convenient.

Making Payments as a Registered Client

When signed in, clients can:

1. Select from saved payment methods at checkout
2. Save new payment methods during checkout
3. Have all transactions linked to their account for easy tracking

Guest vs. Registered Payments

Feature	Guest	Registered Client
Make one-time payments	Yes	Yes
Save payment methods	No	Yes
View transaction history	No	Yes
Set up recurring payments	No	Yes
Receive account notifications	No	Yes
Manage subscriptions	No	Yes

Recurring Payments

Registered clients can subscribe to recurring payments for ongoing obligations.

Setting Up Recurring Payments

1. Sign in to the Client Portal
2. Navigate to Recurring Payments or select a recurring payment option at checkout
3. Choose the payment schedule:
   • Weekly
   • Monthly
   • Quarterly
   • Annually
4. Select or add a payment method
5. Confirm the recurring payment setup

Managing Recurring Payments

From the Client Portal, clients can:

• View all active recurring payments
• Update the payment method used
• Change the payment schedule (if allowed)
• Cancel recurring payments

Recurring Payment Notifications

Clients receive notifications:

• Before each scheduled payment
• After successful payment processing
• If a payment fails (with instructions to update payment method)

Transaction History

Registered clients have access to their complete transaction history.

Viewing Transactions

1. Sign in to the Client Portal
2. Navigate to Transactions or Payment History
3. View all past transactions linked to the account

Transaction Details

For each transaction, clients can view:

• Transaction date and time
• Payment amount
• Payment method used
• Transaction status
• Receipt (downloadable)

Account Settings

Clients can manage their account settings:

Profile Information

• Update name and contact information
• Change email address
• Update phone number

Security

• Change password
• Manage login sessions

Notifications

• Email notification preferences
• Payment reminders

Related Topics

• Creating Payments - How staff create payments for clients
• Payment Types - Understanding payment options
• Receipts - Receipt management