🔗 Step 1: Copy Your ClientPay Link
First, generate the unique URL for the account where you want to receive payments.
Log in to ClientPay and click the Charge tab.
Locate the specific deposit account you wish to use.
Click Actions > Show & Copy Page Link.
Copy the link from the pop-up window.
🛠️ Step 2: Update Your Gmail Signature
Now, add that link to your signature settings in Gmail.
Open Gmail and click the Gear Icon (Settings) in the top right.
Select See all settings.
Scroll down to the Signature section.
Type the text you want to appear, such as "Click here to pay online" or "Donate now!"
Highlight the text you just typed and click the Link icon (🔗).
Paste your ClientPay link into the "Web address" field and click OK.
Crucial: Scroll to the very bottom and click Save Changes.
💡 Pro-Tips for Better Results
Call to Action: Instead of just pasting a long URL, use clear button-like text such as [Make a Payment] or [View Invoice].
Multiple Links: If you have different links for different departments (e.g., Trust vs. Operating), label them clearly in your signature.
Branding: Keep the font and color of your payment link consistent with the rest of your professional signature.
📋 Quick Reference
Step | Action | Platform |
1 | Copy "Page Link" | ClientPay |
2 | Highlight Text & Link | Gmail Settings |
3 | Save Changes | Gmail Settings |