CRM: Paid Portal Access

What is Paid Portal Access?

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 and/or a Subscription Payment before access to the Portal is permitted.

You'll need to configure a Payment Gateway for Paid Portal Access. You must have a Gateway in place so that you can collect the funds. Once you're set up, you are ready to accept payment from your Contacts.

CLICK HERE to learn more about Payment Gateways


How do I set up Paid Portal Access?

Click the Forms menu item, and click the +Create Form button.

CLICK HERE to learn about CRM Intake Forms

When prompted, select CRM Intake Form.

In order to enable Paid Portal Access, it is required that you set the Role to Client.

Once this Role is selected, the Paid Portal Access section will be visible at the bottom of the page.

Choose a Title for the Invoice that will be auto-created and assigned to the Contact once they complete the Intake Form. You can use Dynamic Placeholders for personalization.

CLICK HERE to learn more about Dynamic Placeholders

Select your Payment Gateway and Currency that the Invoice will be in.

Choose whether or not you require a  One-Time Payment or a Subscription Payment (or both).

TIP: You can create multiple Intake Forms each with their own Paid Portal Access settings. This allows you to charge different amounts on varying types of access.

Setting up One-Time Payment Access

If you choose One-Time Payment, you will be given the option to include an additional Subscription Payment. More information below.

Choose a Title for the Item that will be included in the Invoice, and the billing amount.

CLICK HERE to learn about Invoices

If you want to include a Subscription Payment along with a One-Time Payment, you can select a Subscription Payment from the dropdown menu. In this case the first generated Invoice will include both charges, and each subsequent Invoice will only contain the Subscription charge.

Setting up a Subscription Payment (Automatic Recurring Payments)

Before you can set up PPA with a Subscription Payment, you must have a Subscription configured.

CLICK HERE to learn about Subscription Plans

Once you have your plan configured, you can choose it from the dropdown menu.

If you want your Clients to be immediately invited to register into the portal, enable Send Portal Access Invitation Immediately in the Portal Invitation & Communication section. Otherwise, you will need to manually send them the Invitation later.

Once you have your Intake Form with Paid Portal Access created, you can embed the form on your website, or provide a link for your Contacts to register.


What will the Client see?

First, the user will complete the form.

When the Portal Access Invitation is sent (either automatically or manually), the user will receive an email inviting them to the portal, where they can click the enclosed link.

The user will be directed to the Registration screen, where they will set their password.

Immediately after they complete the registration, they will be directed to the Pay Invoice view where they will see the generated Invoice.

The Client will be unable to access any part of the platform until the Invoice is paid.

If the Client is assigned an On-Boarding FLOW, it will not trigger until after the Invoice is paid.

CLICK HERE to learn about Onboarding FLOWs

Once payment has been completed, the Client will have access to the Portal.

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