Contacts

Created by: Emma Johnston

Last Updated: July 04, 2023

Text to Pay

You can request payments as a link. It sends them a 'mini invoice' which they can pay by debit or credit card, Apple Pay, or Google Pay. Even though the name suggests it can only be used in text messages, the link can be used anywhere including in a text message or in an email.

PAYMENT LINKS

1. Click on Contacts and click the name of the contact you wish to send the payment link to.

2. In the center panel, at the bottom, click on the Request Payment icon (dollar sign).

3. You may need to connect Stripe (through Stripe Connect Flow). If so, click Connect Stripe in the popup window. Select the account you want to connect and log in to Stripe using your email and password.

4. Add the items and price (using the plus icon to add multiple items and the trashcan icon to delete unwanted items), and an invoice due date. The system will automatically generate an invoice number.

5. You can also set a link expiration date (that will expire at midnight on the date selected). Either toggle on Link Does Not Expire or set an expiration date (and a message to show them if they pass that date).

6. Press Save to generate the unique link. This link can be sent in any message (text, emails, messenger, etc) and can only be used once.

Text to Pay

VIEW PAYMENTS

To view payments, go to Payments > Transactions.

If you have a quick, system-specific "how-to" question, you can chat with our L1 Triage Support Team using the purple chat bubble in the bottom corner of the software. This team offers live chat 24/7, giving you instant access to help at any time of day.

If you have a more complex or outcome-specific “how-to” question, or a query about project requests, done-for-you resources, or Coach Catalyst, you can email our L2 Specialist Team at [email protected]. This team is available Monday to Friday, 8:00am – 1:00pm (EDT).

THANKSGIVING, CHRISTMAS AND NEW YEAR

Our Level 2 Support Desk will be closed from November 26 – 28, and again from December 24 – January 1. The 24/7 Level 1 Triage Team will be available throughout these dates and during the holiday period.

Please remember that all New Year–related project requests should be submitted by November 30, and that we recommend testing all resources by December 20.