2021 Service Autopilot CONFERENCE
Get Tickets Now!

Client Portal Update | March 11, 2021

Published on March 12, 2021

This release updates the new Client Portal.

  • After your client clicks the "Pay Now" link, the client will be prompted to log in to the Client Portal. After logging in, they will see the billing page where they can make a payment.

If your client does not yet have a username and password for the Client Portal, they’ll need to set these up.

Click here for instructions on setting up your clients for the Client Portal.

  • Members using Clearent credit card processing sometimes got an error if a client added a card through the Client Portal, and then the Member tried to do a bulk charge. This has been fixed.
  • The Client Portal app is still pending approval in the app stores.

Tags: ,

Subscribe to the Blog

Stay up to date with the latest content from the Service Autopilot Marketing Team.

Leave a Reply

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram