Aguardion Portal User Instructions

Portal User Instructions

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.

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.


    • Related Articles

    • Screenshots of the Client Portal

      Please see the attached .jpg files. The first image is the initial view after the client logs in (please note, your clients use the same url your company employee's use). The second image is the 'take payment' page. Please note these screen grabs are ...
    • Auto Payments

      Feature Introduction Automatic Payments is a global feature of Aguardion and is available to all customers as a no-cost feature upgrade. Invoices must reference a client in order for automatic payments to be made. Auto Payments can be setup on all ...
    • Feature Release Notes- Auto Payments

      Aguardion is happy to announce that the new automatic, recurring payments feature ('autopay') has gone live and can be utilized in the platform starting today. This widely-requested feature enables Aguardion users to add automatic payments to ...
    • How can a physical statement be generated for a client that shows all payments?

      The best way is to use the transactions report (not the dashboard, the report). Filter by client, payment types (you will want to filter out things like pool adjustment transactions) and then the date range they were on. The result can be exported as ...
    • I posted a payment a day late, what do I do?

      Post them in real time if you can. If it is late, the pool will still deduct the daily rate, even if the balance goes negative. Once you post the payment, the balance will be correct. Posting payments late or early isn’t nearly as big of a problem as ...