How to allow Customers to make Payments in the client portal

How to allow Customers to make Payments in the client portal and configure the Make Payment block in the Client Portal.

1. Go to your Profile Icon (bottom left) > Settings
2. Select Client Portal from the menu.
3. On your chosen Brand, click the Ellipsis (3 dots) and select Edit Client Portal.
4. Locate the Make Payment Block and click the Ellipsis (3 dots). The Block Settings will appear
5. The top Bar is the Title of the Block.
6. Half Width toggle chooser allows you to display the Block in either Half Width or Full Width.
7. Options > Suggest Amounts toggle chooser gives the options of Deposit, 50% Remaining, 100% Remaining and Custom.
8. Minimum Payment Amount - choose a minimum amount for the client to pay.
9. Options > Visibility > Require Signed Contract If the toggle is turned on, and the contract is signed, the make payment block will show to the client. Turn the toggle off to allow the client to make a payment at any time.
10. Options > Visibility > Date Logic. Click on the Dropdown Menu to display the option from the list - e.g Always Display or 3 months before Event Date
11. Remove the Block if necessary.
12. Should you need to add the Block again, you can add it back in by clicking on +Add Block (located at the top of the page).
13. The Widget box will open. Click on the Review Block and click OK. The block will now be added back in.
14. Should you want to change the layout of the Client Portal, you can click Edit Layout. You can then move each block around by hovering over the block, and when the hand appears over the block, click and hold over the block and move it. Once finished, click on Turn edit mode off.
15. Click Save.