Welcome to ClientPay!
If you are just getting started, you may be wondering what's next? We are here to help you with that.
This section is a self-service tool to guide you through those first critical steps to get you up and running. You may be looking through this early as a preview of what to expect but, if you are ready, you can go ahead and begin whenever it is most convenient for you.
Use the links at the bottom of each article for the guided experience but here is an overview of what will be covered.
- Learn more about what resources are available when you need assistance
- See how we let you know your account is ready and what's your first action item
- Get logged in, customize your settings and add users
- Complete the integration to your practice management software (if applicable)
- Take your first payment!
- Learn more about additional reporting offered for your merchant account(s)
- Browse the Discover ClientPay section for online training