Clientbook Payments is a convenient feature designed to complement your existing POS (Point Of Sale) system by providing a separate text-to-pay option. It’s perfect for those moments when you want to send a quick payment link directly to your clients!
Adding your Bank Account:
Go to the Setup tab located at the top of your Dashboard. Click on the Payment Links section and then the Bank Account dropdown.
Click on Add Bank Account located on the right side of the screen.
Review the list of required documents and information and confirm you have everything you need before continuing. - Then hit Confirm!
- Write the details of your business into the individual text boxes.
- Add a Company Rep who has significant control over the group.
- For example, the CEO, COO, or CFO. Add their information and click Continue.
- In order for your account to be verified, you must add the information for each person who owns 25% or more of your company. Add their information and click Continue.
- Review Clientbook's Service Agreement and Clientbook's Pricing Agreement. Then hit Agree and Continue.
- Enter your bank account information and click Complete.
Verification & Approval
After submitting your application, BlueSnap’s underwriting team will begin verifying your account. If additional information is needed, a member of our Clientbook support team will contact you via email to assist and guide you through the process.
In the meantime, you can monitor your application status on the Bank Accounts page in the Clientbook Dashboard. While your account is under review, a "Pending" icon will appear next to it. Once your account is approved, you’ll receive a confirmation email from BlueSnap, and the icon will change to Active.