How do I send my customer an enrollment link to my Customer Portal?

Modified on Wed, 19 Jun at 1:36 PM

You do not have to send an enrollment link to your customers to log in to your Customer Portal. All that is needed is an email address in Benji Pays as well as having the email address enabled for access to your Customer Portal.

Step 1: Log into Benji Pays.

Step 2: Click on "Customers". Search for your customer in the search box.

Step 3: Click the "Gear Icon" to the right of your customer's name.

Step 4: Add the customer's email address and enable "Portal Access" to allow your customer to access your Customer Portal. Click "Save".