Welcome to Clientbook Payments
Great news! Your bank account application has been approved, and you are now ready to start using Clientbook Payments.
Use the links below to get set up, learn where to find reporting, and review common questions in the FAQ.
Getting Started
The best place to begin is our "Getting Started" page! This page includes step-by-step articles to help you set up Clientbook Payments to match your brand, create and send payment links, and process refunds.
Pro Tip: Our recommended first read is How to Configure Your Payment Settings
Before you send payment links to clients, we recommend reviewing this article and confirming everything looks the way you want!
Reports and activity
Clientbook includes several ways to view payment link activity and take action directly in the Dashboard and mobile app. For reporting, payout visibility, and activity tracking, the Payment Reports & Activity section is your best resource!
Here are a few common actions and views for easy reference:
Additional Reporting Options in BlueSnap
In addition to Clientbook reporting, BlueSnap provides detailed reporting for deposits, fees, refund reserve tracking, and payout timelines.
After approval, a BlueSnap login was created for the bank account owner, so they can access these additional reports if they would like!
A Guide to Navigating BlueSnap and Viewing Payout Information
Checking Your Clientbook Payments Account Balance & Refund Reserve
If you'd like additional logins to BlueSnaps, please email support@clientbook.com with the name and email address of the user you'd like to add!
Frequently Asked Questions
Our Payments FAQ section is the best place to find quick answers to common questions as you start using Clientbook Payments. You will find guidance on topics like refunds, processing and payout fees, chargebacks, fraud prevention, and a few helpful “what to do next” scenarios!