As soon as your merchant account is approved, the first and most important step is receiving your first two emails. Both emails are sent from firstname.lastname@example.org to the primary contact on the application paperwork.
#1 - Notification that your ClientPay portal is ready.
This is a ticket created by our Support Team. Similar to this section, the email will guide you through all of the necessary steps to begin using your account but it is customized to your specific account. The email will provide your merchant number(s) as well as any company ID numbers if you will need if you are required to pre-authorize vendors at your bank t allow deposits and debits.
#2 - Your "Welcome to ClientPay" email.
This is an automated notification from the software that confirms you have been added as a user. It contains a link to create a password. The link is only good for 24 hours so make sure you get to it right away. If the link has expired, you can reply to request a new link.
📌 Tips for successful mail delivery:
Once you have successfully logged into ClientPay, you are ready to customize your portal.