Self-service onboarding
Self-Service Customer Onboarding via Invite Links
Send an invite by email, SMS, WhatsApp, or QR code and let customers fill in their own details — no more manually typing in every new customer.
Staff generate an invite instead of a form: the customer opens the link, confirms their name and contact details themselves (no account required), and their record is created automatically, complete with their own payment link ready to go. Manual add is always still available alongside it.
Benefits
A workflow your team can actually operate
Customers complete their own details — no staff data entry
Make each customer or member record easy to inspect, follow up, and reconcile.
Share invites by email, SMS, WhatsApp, copy-link, or QR code
Turn the workflow into a repeatable operating process your team can run every day.
No account required for the customer to accept an invite
Make each customer or member record easy to inspect, follow up, and reconcile.
Manual add stays available for staff who prefer to enter details directly
Turn the workflow into a repeatable operating process your team can run every day.
Organize the workflow
Bring customers, agreements, contributions, balances, and notes into paytrack.
Collect and follow up
Use online payments, manual records, reminders, and receipts from the same screen.
Measure performance
Track collection activity, overdue accounts, reports, and team accountability.
Questions teams ask before switching to paytrack
Does the customer need to sign up for an account?
No. Customers can accept an invite as a guest, entering just their name and phone or email — no account or password required.
Can I still add customers manually?
Yes. Self-service invites are an additional option next to manual add, not a replacement for it.
Explore more paytrack workflows
Run finance and payment tracking from one dashboard.
Start with customers, agreements, payment history, reminders, and reports.