Portal User Setup (Online Payments)

For Aguardion Users: Setting Up a Participant to Access the Portal

1. Search for the participant under the Clients tab.
   
2. Open their account using the 'Edit' button.
   
3. On the right side of the screen, under 'Send SMS notifications', check the box for 'Allow Portal Use'
   
4. Fill out the participant's information and save.
   

NOTE: You can enable email alerts for participants in this same area.

Once the portal user is enabled, you will be given the option to send a Welcome email with login instructions. 

For Aguardion Portal Users: Accessing the Aguardion Portal

1. Navigate to the login URL via a web browser on an internet-enabled computer, smartphone or tablet.
   
2. Login using the User ID and Password listed above. 
   
3. After successfully logging in, you will see a screen like the one below.
   
1. Select ‘Make Payment’ (red arrow below).
   
2. ‘Transactions’ below the make payment section will display payment history. 
   

• Select the type of fee you want to pay. Use ‘Add’ to pay multiple fee types with one transaction.
  

• After selecting the fee type and entering a total you would like to pay under ‘Price’, enter your credit card information and select ‘submit’.
  

NOTE: A PDF form of these instructions can be downloaded and printed to give to participants from this article.

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