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Onboarding Syllabus

Overview

Onboarding is the process of learning to use Redpoint and configuring it for your business.  

This article covers every area of the software needed to successfully implement Redpoint, and articles are linked to provide additional information on each topic.

 

With vs Without a Data Migration

Businesses with a data migration from existing software will coordinate the transition with Redpoint - typically launch dates are in the days following billing to give the needed time for transfer of stored credit card tokens (typically 2-3 weeks).

Businesses launching a new facility will coordinate their launch with Redpoint.  No data is migrated so launch can be any day you choose. You must be out of sandbox to launch any presales, collect waivers, etc.

 

Get Support

During onboarding, we'll schedule 60-90 minute training sessions with you. These sessions are geared towards answering your questions about the content below, supporting your learning, and checking in on progress against the checklist

 Between sessions, contact support@redpointhq.com 

 

⭐ Symbol

Items marked with a ⭐ must be addressed in order to launch Presale plans, where you are taking sign ups via plans prior to actually opening the doors of the gym.  Everything else in this article should be visited before opening your doors/your launch day.

 

Getting Started

 

⭐ Payments Integration

Get Payment Processor for Integrated POS and/or Stored payments

  • US POS and stored payments / Canada stored payments only
    Contact Fiserv  - get your Merchant Account!
    • Order Credit Card terminals from Fiserv. Confirm your terminals will have the right cord (power and ethernet cable - do not get usb!) 
    • Card Updater (Optional with additional fee. Keeps cards updated when possible)
    • Optional ACH for US customers only
    • Has Stored payments option for Canada, POS integration coming soon

-OR-
 

  • International / Canada POS and Stored Payments
    Contact Stripe  to set up a Stripe Standard account
    • Multi-facility: Can do one Stripe Account shared for all locations, or set up an organization with individual facilities. Org with facilities allows you to point each facility to it’s own bank account.
    • Get Credit Card terminals: Wise POSe 
    • Send us your Stripe Account ID and we will provide a link to complete integration. Can have one Org with Multiple facility accounts if each site needs to point to it’s own bank account, or one account.
    • For international customers only

Google Chrome

Redpoint is built and tested on Google Chrome.  We recommend using this as your default browser so that Redpoint launches in Chrome. 

  • Web Based so if internet is out, no access! Do you have a failover option? 
  • Make sure you're chrome is up to date.  You will see notice to update in the top right corner of the browser
     

Accessing Redpoint

  1. Install Basecamp Install on a computer (not tablet) via basecamp. 
     
  2. Seats: A seat is needed to connect a computer to Redpoint. It is the log in info used to connect via basecamp.  There is a fee per seat.
    • User seats can be moved between different machines, but only one instance can run at a time. 
    • Workstation seats are tied to specific machines.
       
  3. Permissions and Pins: Once Redpoint launches in Chrome, all access is controlled by pins.  You issue your staff pins that grant specific permissions to navigate parts of Redpoint, allowing multiple staff to use a single machine easily. There is no cost per staff person, just the cost per seat.

Key Terms and Concepts

Hardware for Front Desk

  • Review Hardware used with Redpoint in the gym 
  • Important to note: To pop the cash drawer, you MUST print.
     

Sandbox Mode

  • While onboarding, your database will be in sandbox mode. 
  • Emails will not send unless whitelisted (your org email)
  • You MUST contact Redpoint to get out of sandbox mode and launch - you cannot get out of sandbox yourself. 
     

Follow Release Notes

  • All customers are always running on the latest version of Redpoint.  The update happens automatically and there is nothing you need to do
     
  • Follow the Release Notes page to be emailed with new release notes!
    https://help.redpointhq.com/hc/en-us/sections/35906972874387-Release-Notes
    • Click Follow, then Create Account log in on the next page.  You will be emailed when new release notes are posted.

 

Sendgrid Integration

(OPTIONAL) SendGrid integration - need a Sendgrid Essentials account to use the Email Automations function in Redpoint.  Transactional email is built in and does not need Sendgrid, only the Email Automations and Dispatches require it.

 

Configure Your Database

Manage > Organization & Facility Settings

Every setting should be reviewed and checked off when confirmed finalized. 

At MINIMUM you will want to configure the ⭐ items to launch presales

  • Facility:[Name] (THESE ARE PER GYM)
    • Accounting (for Quickbooks Integration and Class Name)
    • ⭐Billing
    • Calendar (set default view for staff facing calendar module. Set day for start of week in Localization setting)
    • Check In
      • General
      • Gates
        Create Check-in Guard and add to the gate. 
        • Have two entrances with different check in rules?  Create an additional gate for that facility and assign separate check in guards to each gate.
    • Email (you’ll configure when setting up Tickets)
      • Decide what Send From email you want to use for each facility and share it with Redpoint.
    • ⭐General 
    • Plans (recommend allow bookings and disable custom benefits)
    • POS 
      • Options
      • ⭐Registers  (create Registers and then make seats. At minimum, assign Credit Card to Storefront Register as part of Payment Integration)
    • ⭐Storefront Facility Settings (you’ll return to this tab for Payment Integration, and Storefronts)
    • Ticket facility settings
  • API keys
  • ⭐Attachment Types
  • Check-in Guards (create guard then add it above in Gates)
  • Check-in Settings (sounds - THERE ARE DEFAULTS even though say none.)
  • Custom Replacement Fields
  • ⭐Customer Custom Attributes & Customer Ribbon
  • Customer Settings (leave as defaults - return to this if noticing issues with customer duplicate recognition)
  • Email Service Providers (Return to this with SendGrid integration)
  • Facilities 
  • Integrations
  • Lists
    • Timeclock if applicable
    • ⭐Contract Related Lists (Cancel, Terminate and Freeze Reasons) - see example see example here 
    • retail related lists, predefined notes, etc
  • ⭐Localization: Currency, Date, and Time Formats
    • Related: Rounding for facilities that don’t use pennies/one cent
  • ⭐Payment Sources: see Payment Integration, and you can configure any other custom payment methods (use the filter at the top right to look at other facilities).
  • Quickbuttons
  • ⭐Revenue Accounts
  • ⭐Seats 
  • ⭐Taxes (keep code/imported ones)
  • Tickets (optional config here - has defaults) 
    • Custom Attributes
    • Projects

 

⭐ Build > Plans

Plans are the memberships, programs, passes, and agreements that you make to sell to your customer online, at a kiosk, or in the gym.  A customer’s instance of that plan is called a Contract.

Example Plan Configs

  • Waiver Agreement Plan (see RPHQ added template in Build > Plans > Agreements  to get started)
    • Waivers in Redpoint are automatically added to the customer’s record and there is no additional step to “assign” a waiver to a customer.  
    • If you want your staff to “validate” a waiver before accepting it and updating the customer profile, you can Require Validation on the Waiver Attachment Type. 
       

Additional settings/pieces related to Plans are found in:

  • Customer Requirements: used to restrict enrollment types to customers that match customer segments you configure.  Can also be used to restrict promotions to certain customers (ie, student proof, age restrictions, first time user and more).
     
    • Create Customer Requirement for 
      • Staff benefit plan (Staff member enrollment restricted to staff and admin customer type)
      • Active member
      • Student/Military/other?
  • Promotions > specifically Contract Promotions for customer/staff to apply to plans (and the product(s)) sold by the plans)
     
  • Waitlists
     
  • Manage > Organization & Facility Settings:
    • Customer Custom Attributes (plans can update customer custom attributes ONE TIME at plan creation. Future contract edits will NOT edit the attribute)
       
    • Attachment Types (plans that create a pdf contract document are labelled as attachment types; attachment types are also used to collect things like student proof or other documentation from the customer)
       
    • Lists > Contract Related Lists: cancel/freeze/ terminate reasons for both customer facing and staff facing
       
    • Quickbuttons: to add your plans to the Front Desk POS
       
  • Custom Replacement Fields for Docs and Emails (use if repeating language across documents!)


     

Products to Configure (used in pricing and question config spokes)

  • Money collected by a plan is routed through a product. 
     
  • The price applied to a product has no bearing on its price in the plan - the price in the plan is set in the plan. $0 plans do not need a product unless they also require a contract token.
     
  • products CAN be made from within the Pricing Config Spoke, but Revenue Account and Vendor must be created beforehand
     
  • Use Service products for your plans, and apply sales tax if applicable!
    • Recommendation: toggle ON No Anonymous sales - that way if someone sells this product at POS by mistake (instead of selling the plan) then you know who it was for. 
       
    • Recommendation: Optionally add Staff Alert Note so a pop up reminds them to sell the plan not the product for things like Day Pass etc.
       
  • Inventory and Service Products can be sold via plan Questions as well

 

⭐ Build > Storefronts

Learn all about Storefronts HERE. 

1. Storefront Settings to Complete: 

  • ⭐Build > Storefronts > Global Settings complete
  • ⭐Manage > Organization & Facility Settings > Facility:[Name] > Storefront Facility Settings
    • Set Local Facility Colors and optional facility logo if different than org logo
       
    • Recurring Billing Authorization Text: This is displayed to a customer purchasing a recurring billed plan online/at a kiosk. 

      It is up to you to ensure the language used meets any legal requirements around billed memberships in your state(s)/countries of business. Be sure to duplicate this text in your plan document if you want it in the final contract - this is presented at sign up in the storefront only. 


EXAMPLE RECURRING BILLING AUTHORIZATION TEXT:

Please enter the billing information you would like to use for your recurring monthly payments.

Membership rates are based on ACH  or Debit Card billing (direct debit to a checking account); credit cards are subject to a [X.X]% convenience fee.

AUTHORIZATION FOR AUTOPAY

I hereby authorize [YOUR BUSINESS NAME] to initiate debit entries to the Credit Card, Checking or Savings Account named below, and/or adjustments for any debit entries made in error. I hereby authorize the financial institution named below to credit and/or debit the same to such account. This authorization is to remain in full force and effect until [YOUR BUSINESS NAME]  has received written notification from me of its termination.
 

  • ⭐One Web Home Storefront completed PER FACILITY
    NOTE: if you want to hide a facility from public view, do NOT make a Home Storefront for that facility.  As soon as a Web Home Storefront exists, customers can navigate to that facility from an active gym’s storefront
     
  • Kiosk Storefront(s) Completed PER FACILITY (same url can be used on multiple kiosks)


     

2. Adding Redpoint to your Website: Redpoint links/embed info

 

3. Additional Topics related to Storefront

 

⭐ Build > Notifications: the Email System

At MINIMUM, to launch presales you will want to configure the starred ⭐items below:
 

Automated Emails to customers come from 3 places:
 

  1. ⭐ Build > Plans on the Plans Customer Notifications spoke: 
    • Enable/disable the transactional email triggered by each plan (ie, new contract confirmation sent at purchase, session reminders for programs, status change confirmations/reminders and more).

       
  2. ⭐ Build > Notifications > Templates is where you configure your default transactional email templates.  Redpoint comes with some defaults built-in that you can customize as you’d like.

     
  3. From Build > Notifications > Email Automations.  Optional feature where you can create a segment to trigger automatic emails to certain customer sets matching conditions (ie, you will need to sign a new waiver in 7 days)

     

Configuration to be Completed:

  1. (optional) Custom Replacement Fields for Emails can be useful if you are repeating the same text across multiple emails. 


     
  2. ⭐Default Templates Configured in Build > Notifications> Templates Tab

     
  • ⭐Standard Header and Footer configured

     
  • Receipt Configured (add returns language to printed and emailed if needed?)

     
  • Status Change emails suggestion, add {{Status_customer_…}} replacement field to list the person who has  the status effective date in the status change email templates. Helpful for family accounts so it lists explicitly the person with the changing status vs just the contract holder

     
  • Decline Email Suggestion: recommend screenshot to your portal showing the payments page.  
    Log in to portal can be included in the footer.  It’s your portal url /profile or send to your website and screenshot how to get to portal log in and how to update payment.

     
  • ⭐All other templates completed/edited as needed (ie, New Contract email if selling presale plans that use the template).


     

3. ⭐Build > Notifications > Settings tab: Confirm that the emails you want to send are set to “on” per facility

 

4. (optional) Email Automations
 

  • Configure the Email Automations you want to send
    • Waiver reminder: time to sign an updated waiver (toggle has expiration in add x days)
    • Requirement/Attachment expiring (ie Student/Military Attachment)
    • Requirement/Attachment missing: post-sign up reminder (x days after start date and still missing attachment)
    • Others??

 

⭐ Ticket System Configuration

 

How are tickets Created? Tickets are created when customers submit:

  • the Customer Portal Contact us form
     
  • By clicking Contact Us when viewing one of their plans in the portal
     
  • A status change is submitted (freeze, cancel, terminate, etc)
    • (optional: auto-resolve status tickets where customers have NOT added additional comments) 
      Manage > Org & Facility Settings > Facility:[location] > Ticket facility settings > Auto-resolve customer experience tickets. Toggle ON to auto-resolve tickets without comments.
       
  • Via direct emails to your ticket system email
     
  • Staff can create tickets to communicate to a customer or communicate internally.

     

Configuration (to be completed with Redpoint)

  • Confirm the send from email you want to use for each location with Redpoint.  Redpoint will explain how those email addresses should be configured (ie, google group). Ticket System Configuration 

     
    • Add the DNS records that Redpoint Provides.  This allows the system to send as your email.

       
    • Manage > Organization & Facility Settings > Facility:[gym name] > Email (set per facility!)
      • Send From is the email you configured with Redpoint. 

         
  • OPTIONAL: Marketing Email Send From.  
    • Emails that include an unsubscribe link will be sent from this email address (email automations with unsubscribe link ON, transactional and ticket emails do not have unsubscribe).
    • Add the non-marketing email as the reply-to here if you want to route replies to the ticket system

       
  • Ticket System Configured and Tested with Redpoint


     

Additional Configuration Options:

  • Manage > Org & facility Settings > Lists > Administrative lists > Predefined Ticket Comments to create “templates” to use in your ticket responses.
     
  • Email staff when ticket assigned to them is updated (ie, for managers). Set up in permissions > tickets and READ THE IMPORTANT INFO HOVER!!!
     
  • Auto-reply when a customer submits a Contact us form
    • Build > Notifications > Templates > ‘Contact us form’ autoreply
    • Build > Notifications > Settings to make sure that email is enabled for the facility

⭐ Customer Portal & Your Website

Your storefront url defaults to the rphq version. You can use your own portal subdomain and configure it with Redpoint so that your customer sees your subdomain, not the rphq portal for your org.
 

  • Step 1 - Determine and create the portal subdomain (example https://portal.gymname.com is a subdomain of gymname.com). 
  • Step 2 - Communicate the subdomain name you create to Redpoint HQ. Wait for Redpoint to respond and provide the CNAME records for your subdomain.
  • Step 3 - Add a custom subdomain as a CNAME record which points to the load balancer for your organization's Redpoint HQ portal.  Redpoint will provide the value for the record.
  • Step 4 - Add a CNAME record for the SSL certificate validation.  Redpoint will provide the subdomain and value for this record.
  • Step 5 - Redpoint will update the internal facilities table records to reflect the custom portal domain.

Related Topics

  • Multi-gym: Waiver links are storefront specific so each location has it’s own waiver link.

     
  • Customer Portal Log In Landing page/link: set as [my_portal-url]/profile as portal log in directly. 

 

⭐ Payment Source Integration

  • Complete all of the following steps in this article: Payment Processing Configuration to complete the payment integration. Check off each step when done.
    • 1a & b (completed by Redpoint)
    • 2
    • 3
    • 4
    • 5
    • 6
    • 7
    • 8 & 9 - testing at POS and on storefront

       

Fiserv Custmers ONLY (US; Canada Stored Payment ONLY)

  • Move Batch Settlement to end of night In CardPointe Merchant Account.  This will make batch settlements match the full day reporting vs settling at 7pm.
    Log into your Fiserv account. Go to Administration & Batching. Uncheck ‘Auto-close for next day funding’ and set batch settlement time to 11:55p
    • Must be done for each location
       
  • PCI Compliance
    here is some beta. Attached is:

If you need further assistance:

  • Fiserv's third party PCI compliance partner can help, VikingCloud, at 877-257-0239. 
  • Ryan Pedote at Fiserv may be able to help, though he may just point to VikingCloud above. 
     

I've filled out a bunch of these, and I agree they are cumbersome. A few tips

  • Make sure you are filling out the P2PE questionnaire
  • All transactions are card present (either card in had and POS, or card in hand online)
  • When it asks if you use any third party providers, they are referring to anyone other than Redpoint/Fiserv (Redpoint is NOT a third party provider in this questionnaire).
  • You do not store, process or transmit account data (Fiserv does that for you)
  • Most ever PCI DSS Requirement is "In Place" or "Not Applicable" (otherwise you may have to answer more questions, or not be compliant)
     

Permissions - Pin access for Staff

  • Create Roles & Assign Permissions to roles
    • Permissions are assigned to RGP imported role names.  
      Any roles you create in Redpoint will be wiped from staff at reimport - imported staff will import with their RGP role name assigned.  Assign permissions to the imported RGP roles for a seamless transition.
    • Permissions Example

       
  • The name of the permission needed for access to something is exactly listed in the pin entry screen. 
    During training, if staff can’t access what they need to, ask that they check the permission name and communicate that exactly to you.

 

Retail Training

 

⭐ Accounting Configuration

Redpoint has an export integration feature to Quickbooks online, and custom report options for Quickbooks desktop and Xero.  

No matter which accounting software you use, you’ll want to complete the following steps so that Redpoint exports/reports match the chart of accounts in your accounting software exactly. 
 

REDPOINT CONFIG TO COMPLETE:

1 - QB Customers Only: Assign Class Name in Redpoint (per facility)

Go to Manage > Org & facility Settings > Facility:[Name] > Accounting.  Complete per facility. Must match QB exactly.

2 - Assign Export Mapping Names in Redpoint so that they map to your chart of accounts EXACTLY. 
Use ‘Account:Sub Account’ as the format if mapping to a sub account.

Go to Manage > Organization & Facility Settings > 

  • Tax Types: assign exported mapping name on each type to match your chart of accounts.
     
  • Revenue Accounts - the ones you created. Exported Name should match your chart of accounts
     
  • Revenue Accounts - Built in: Make active and Map!
     
    • ‘Accounting’ revenue account holds the Over/Under product used in register count reconciliation.  
      • MUST DO AFTER GO LIVE RENAME this Accounting account to match where you want Over/Under to go. 
         
    • ‘Gift Card’ revenue account is built-in to Redpoint but defaults to inactive.  It is assigned to the built in Gift Card product that captures sales online and at the front desk.
      • Filter to view inactive Revenue Accounts to find Gift Card. Make active and rename/map as needed.
         
    • ‘Deposits’ revenue account is built-in to Redpoint but defaults to inactive. It is assigned to the built-in deposits product that captures deposit payments in Redpoint.   
      • Filter to view inactive Revenue Accounts. Make active and map as needed.
         
    • ‘Imported Balance’ revenue account is Inactive.  It hold the imported balances
      • Filter to view inactive Revenue Accounts. Make active and map as needed.Make active and map as needed. 
         
  • Payment Sources: assign exported mapping name on Payment Sources at each facility (use filter to view all facilities)


     

Set Up your Accounting Software Checklist: both for qb online integration and file export for desktop

 

  • QB Online only: Initial integration done (with RPHQ).
    • NOTE: For Online integration, you will still go transfer these from RPHQ to QBO, it does not happen automatically: Go to View > Accounting > Quickbooks Online Transfer Tab. 

       
  • Set Up these Required Accounts in your accounting software:

     
    • A Liability Account called ‘Account Payment’  - this will capture things that were invoiced in one gym, but paid for with a stored payment from another gym. 

       
    • An Other income type called ‘Other Income’ - this will capture the half pennies left in partial payment rounding - nets out to $0 as it adjust by fractions of cents to tie out this round “error” which happens in the background in Redpoint


       

Xero Custom Report (if applicable) - configure the report!

  • Report description contains details that need to be set. Work with Redpoint if you need assistance


     

DOUBLE CHECK YOUR PRODUCTS BEFORE LAUNCH

  • Revenue Account assignments correct 
    • sort/filter for Imported and Accounting accounts and reassign to the correct accounts

       
  • Sales Tax applied correctly to products, for all locations

     

Accounting Reports to be aware of

  • Journal Entry - summary vs detail in filter
  • Journal Entry - Line Item Details
  • Sales Tax (also in view > accounting > Sales Tax Collected)
  • Account Balances
  • Stripe Customers - Stripe Dashboard in View > Accounting
  • Auto-emailed reports can be scheduled
     

Training your Staff

We recommend you provide your Front Desk teams a 1-2 hour training session on the basics of Redpoint. It is also beneficial to have Redpoint set up on a backoffice computer for staff to practice on in the lead up to launch. This helps identify plans or promotions that still need to be made, and any gaps in permissions that need to be filled.

 

  • Search WORKFLOW in help.redpointhq.com (and/or click WORKFLOW tag at the bottom of a workflow article) for all workflow related articles to support your staff training. 
     
  • Be sure you have practiced the following so you can relay to your staff.  
     
  • New Staff Tasks
  • Agreements and viewing on customer record
    • Waiver Validation if applicable?

       
  • Membership Contracts: they are autoconfigured - no extra set up steps needed!
    • Kiosk sign up; collect payment at POS
       
    • Status changes for recurring automatic in portal! Have concluded ticket if no comments when submitted; ticket if added comments
       
    • Prepaid freezes/thaws (and expired thaws)
       
    • Add a Member and prepaid freezes must still be completed by staff - customers cannot do online!!

       
  • Calendar Bookings
  • Specialized staff training
    • Programs: plan building
    • Marketing/Retail: promo options, email automations
    • Alter Contract for “moving” customers from recurring to recurring plans

       
  • Review the Portal: 
    • staff can make account with an employee email OR phone and see their staff benefit contract.
    • Create a Gift Card in Redpoint to use for online purchase testing.  It will be wiped with re-import
       
  • Have your staff practice their “usual” tasks (day passes, promos, any other special things they might do).  This will help you identify any issues you need to address before go launch, especially around permissions.
     

Set up your Front Desk

 

⭐ Final Checks Before Launch

  • TEST ALL OF YOUR PLANS AS IF YOU WERE A CUSTOMER to ensure they work as you expect

     
  • Payments Integration Tested
    • Card Terminals tested
    • Storefront works
    • Seat > Register > Card Terminal > Pointed to another drawer if applicable


       
  • Check your Waiver
    • Complete a waiver via your storefront and check pdf attachment created to ensure it meets expectations

       
    • Plan Config Checks
      • Agreement Dates spoke for waiver should be OPEN ENDED - the waiver attribute toggle in Customer Custom Attributes is where you set the waiver “expiration” to trigger a customer to re-sign.

         
      • Big Edit > general tab: attachment toggle is ON AND correct attachment type assigned

         
      • Customer Notifications spoke on.  Include PDF if wanted.

         
    • Build > Notification > Email Automation for waiver reminder configured (ie, 7 days before toggle will expire so customer can sign updated waiver)


       
  • Plans Config Checks
    • Big Edit: 
      • Badges and Key Membership toggle on plans, 
      • Attachment toggle is on and assigned if you want the Document config spoke contents to create an pdf attachment in the customer’s attachments tab

         
    • Customer Notifications enabled as needed

       
    • Benefits added

       
  • Build > Notifications 
    • Header, Footer, and Receipt are done

       
    • Templates and settings checked and confirmed

       
    • Status change emails - add enrollment name replacement field

       
    • Email automations “tested” in filter view grid - expected sends correct OR set to inactive to prevent sending.  None will send on your go live date, the first send will be the following day.
      • Waiver reminder?
      • Proof missing reminders?
      • Others?


         
  • Build > Storefronts - all complete
    • Test your storefront links.  
      • Gift Card and Store Credit enabled for checkout if desired? (org & facility settings > registers - local per facility)
    • Kiosks configured

       
  • Products
    • Check for Accounts misassigned like Import Generated or Accounting.
    • Check Taxes to ensure all taxed correctly (can filter to view select groups of products)


       
  • Final Manage > Organization & Facility settings correct  
    • Local Facility Checks done from each facility
    • Check in benefit rule is working (any early in? Double check and if possible check people in and see how it works in sandbox)
    • Late Fee/Write off product

 

Out of Sandbox / Lauch Day

Data Migration & Launch

If you are importing data from an existing database, you must coordinate your launch day with Redpoint.  More info will be provided at the start of your onboarding.
 

⭐ Launch Presales

To launch presales, complete the following:

  1. Confirm with Redpoint when you want to be taken out of sandbox more.  Once out of sandbox mode, email notifications and transactional emails will send.
     
  2. Enable Web Home Storefront: 
    Go to Build > Storefronts > Web Storefront > toggle ON to make web home for that location. 
     
  3. Email/promote your presale links as needed

 

⭐ Automated Billing

Automated billing

  • Confirm your Billing Settings are all still correct
     
  • Confirm your Decline Email Notification Template: Build > Notifications
    • Recommend including picture of your customer portal and Payment Methods tab to help folks get there quickly