Request client authorisation via email
The email authorisation request method enables you to quickly send out authorisation invites to your customers from within your dashboard. All you need is their email address, and you can send invites to one or multiple customers in one go.
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Open your dashboard and click Customers
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Click Invite customers
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Select the Email option
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Enter your customer email address(es) into the Customer emails field
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Add an optional personalised Message
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Select the language you would like the invite(s) sent in *
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Add your client(s) to an existing payment plan (optional) **
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Click Send invite(s)
Your clients will remain ‘pending’ in your account until they authorise, at which point they will move to ‘active’ status.
* Your personalised message will be sent in the language written
** If selected, the payment plan will be applied to all customers entered in step 4
Re-sending invitation emails
If you would like to re-send an invitation email, for example if the customer no longer has the invitation email, you can do this by following these steps:
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Navigate to the Customers page
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Change the second filter Active to Pending
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Locate the customer in the Pending list and click on the double arrows next to their name to send a reminder email