CRM: Paid Portal Access

What is Paid Portal Access (PPA) ?

In some cases, your business logic might require that Contacts will pay before they are allowed access to the Portal. This feature gives you the option of requiring a One-Time Payment or a Subscription Payment before access to the Portal is permitted.

Get started with Paid Portal Access

The first thing that's required for Paid Portal Access (PPA) is that you have a payment gateway configured. You can find information about this at THIS LINK.  You must have gateway in place so that you have some way to collect the funds.

After you have a Payment Gateway configured, you are ready to continue creating an Onboarding Flow that brings the Contacts into the Portal and sets them up to make their payment.

Setting up PPA with Intake Forms

In the settings that you'll find when creating or editing Intake Forms, you'll find an option called Require Contact to pay before accessing Portal. When you enable this setting, you'll be presented with the relevant options.

Next, you'll choose whether you will require a One-Time Payment or a Subscription Payment from Contacts who enter through this particular Intake Form. Remember that you can create one or many Intake Forms, and the PPA settings for each one can be different, so if you need to charge one amount for one type of access, you can create one Intake Form, and then another Intake Form for another type of access. 

We do plan to add support for dependency logic, which will allow you to use just one Form, and then vary the amount that the Client is charged based on the answer given to a drop-down menu that is part of the Intake Form.

Setting up One-Time Payment Access

If you choose One-Time Payment, you'll be asked for a few pieces of information that will be associated with the payment.


This title will serve as the title of the Invoice that will be generated for this Client. They will be required to pay the Invoice before they are given access to the Portal. After they have access, they will be able to view the payment of this Invoice in their Payment History.


This is the amount of the One-Time Payment. 


Here you will choose the currency that the payment should be received in. You will need to be sure that your configured Payment Gateways are configured properly to accept whatever currency you indicate here.

Setting up a Subscription Payment (Recurring Payments)

Before you can setup PPA with a Subscription Payment, you must have a Subscription configured in the Invoicing/Billing area of the platform. If you don't have any Plans set, then navigate to Billing, and then to the Plans tab.

Click ADD PLAN and proceed to fill in the information based on your needs.

After you have this Plan configured, you will find it populated as an option when you choose Require a Subscription Payment

And, now everything is configured from the Admin side.

What will the Client see?

The Client will complete the Intake Form as normal, and all other actions associated with the Intake Form will be the same.

If you have elected to have the Welcome Email sent automatically (which makes sense in this kind of scenario), the Client will click the link in the Welcome Email and be taken to the 'Complete Registration' step where they will set their password and confirm a few pieces of information.

Immediately after they complete the registration, they will be taken to the "Pay Invoice" view where they will see the Invoice for the One Time Payment, or for the Recurring Subscription Payment.

The Client must choose from the available gateways, and complete the payment. After the platform confirms the payment is complete, the Client will be directed to the Portal and the appropriate settings from the Intake Form will take effect.

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