March 11, 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.