There are two simple ways clients can submit a payment depending on where they are in the booking process.
Option 1: Pay Through a SmartDoc or Proposal (Pre-Sale)
If the booking has not yet been confirmed, clients can make a payment directly within the SmartDoc or Proposal.
No login is required
Clients can review details and submit payment in the same step
Ideal for deposits or initial payments before contract signing
Option 2: Pay Through the Client Portal (Confirmed Bookings)
Once a booking is set up, payments must be made through the Client Portal.
Clients will:
Visit your unique portal login page
Log in to their account
Submit payment from their invoice
If a client is having trouble logging in, they can reset their password directly from the portal login page.
Sharing Your Portal Login Link
Each account has a unique, branded Client Portal login URL. You can find this link at the bottom of your Client Portal page.
We recommend including this link in:
Payment reminder emails
Scheduled payment notifications
Manual follow-ups
This makes it easy for clients — or an alternate payer — to quickly access the account and submit a payment.
Important to Note
Payments cannot currently be made without either:
Accessing a SmartDoc/Proposal, or
Logging into the Client Portal