.png)
Creating Payment Links for Easy Client Transactions 💳
This SOP outlines the steps to create a payment link in the Tutomax dashboard for collecting payments from clients.
Key Steps
Step 1: Access Payment Links 0:00
- Log into your Tutomax dashboard.
- Navigate to the 'Payments' section.
- Click on 'Payment Links'.
Step 2: Create a New Payment Link 0:07
- Click on 'Create New Payment Link'.
Step 3: Ensure Product Creation 0:17
- Confirm that you have a product created.
- If not, refer to the tutorial on how to create a product.
Step 4: Select Product and Price 0:31
- In the 'Create New Payment Link' section, select the product you want to link to.
- Choose the price associated with that product.
Step 5: Create New Price (if needed) 0:46
- If you need a new price, go back to the product section and create a new price.
Step 6: Customize Payment Link 0:53
- Optionally, check any additional settings you want to apply.
- Rename the payment link for your reference.
Step 7: Save the Payment Link 1:04
- Click 'Save' to create the payment link.
Step 8: Copy the Payment Link 1:22
- Click the button to copy the payment link.
- Save it in a notepad or document for easy access.
Step 9: Share the Payment Link 1:30
- Send the payment link to your clients when they are ready to make a payment.
Step 10: Client Payment Process 1:43
- Ensure clients can enter their details and click 'Pay' on the payment page.
Step 11: Payment Processor Integration 1:49
- Confirm that your Stripe account or another payment processor is integrated to process payments.
Cautionary Notes
- Ensure that all products and prices are correctly set up before creating a payment link.
- Double-check the payment processor integration to avoid payment issues.
Tips for Efficiency
- Keep a document with all your payment links for quick access.
- Regularly update product prices to reflect any changes.