[Account Owner] How Clients Register their Account
Getting your client set up on AdvicePay is simple and fast! (In fact, we encourage all our advisors to set up a test client to see just how easy it is. 😀)
(Yes, your client doesn't even have to register an account! They can just pay and get on with their day!)
If your client needs or chooses to set up a password, they will be automatically directed to a "Set Password" page. On this page they can enter in any password they'd like to use to access AdvicePay.
For security reasons it is required to be at least 8 characters long and include an uppercase letter, lowercase letter, number, and symbol. It is worth noting that we do not accept the following symbols: ^+()#~=`
Once they've chosen their own password and accepted the Terms & Conditions, they can click " Register" and be taken directly into their account!
To log back in any time at https://app.advicepay.com/, they will use the email address associated with their account as their username and the password that they set above.
What Happens Next?
- If you've already requested payment from them, they will see the unpaid invoice upon logging in and have the ability to immediately authorize payment. Here's how they do that!
- If you haven't requested payment from them, they will see an "empty" dashboard.
We also have a great video that takes your clients from start to finish. Please feel free to give it a look and pass it along to your clients as well! You can view it here.