Clients can choose their required Service Offerings and perform their own checkout by using client login. To know the process, all you need to do is just follow the simple steps below.
This can be done in two ways, either the project manager can share the checkout link or you can directly checkout from the Services page.
Method1: Self checkout from Services page
Step1: After successfully login into the ClientVenue dashboard, you need to click on the "Services" option on the Homescreen.
Step2: You can choose the required Services from the list and click on the Activate button.
Step3: After clicking on the Activate button, you will be directed to the invoice page where you can make the payment for the services.
Method2: Checkout Link Share
There is another way where the client can direct to the Services checkout page using the Checkout Link Share. Only project managers or super admin users can copy the Service URL and share with the clients. To know the process, all you need to do is just follow the simple steps below.
Step1: After successfully login into the ClientVenue dashboard, you need to click on the "Payments" option on the Homescreen.
Step2: After clicking on the payments, you can see Services option beside invoices. Just click on it.
Step3: After clicking on services, you can see a list of services offered by the company. Choose your required service and click on the Copy Service URL button. Now you can share this copied URL with the clients where they will be directed to the checkout page.
Step4: When the client opens the URL, they can fill their details and complete the checkout process.
Skip Checkout toggle in the client creation
Whenever you try to add a new client in ClientVenue, you can notice a Skip Checkout toggle in the bottom right corner of the screen. To know how this toggle is helpful for the project manager as well as the new client, then follow the simple steps below.
Step1: After successfully login into the ClientVenue dashboard, you need to click on the "Clients" option on the Homescreen.
Step2: After clicking on Clients, you can see Client Options on the right side of the screen, click on it and you can find the Add Client option.
Clients < Client Options < Add Client
Step3: Enter the details of the New Client
Step4: After entering the client details, you need to enable the Skip Checkout toggle at the bottom right side.
Step5: After enabling the Skip Checkout toggle, click on the Invite option.
Project Managers can use this option to allow a few clients to enter the projects without directing them to the Services page. The Skip Checkout option allows the clients to skip the Services page and avoid buying any services offered by the company.
When you do not enable this Skip Checkout toggle, then it will definitely direct the client to the Services page to Buy any service offered by the company at the time of client login.
Unless you choose any Service Offerings, you cannot go to the dashboard or client portal. So, only super admin or project managers can enable this Skip Checkout option for new clients.
