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How to send a payment link to a Limited Access Client

  • Updated
This feature is coming soon. It is currently only available to beta test users. 

Limited Access Clients do not have a Tava account or access to Tava’s self-serve client tools. If you want to collect a payment method for billing, copays, or fees, you can send them a secure payment link directly from their client profile.

Secure payment link

The payment link opens a secure page where your client can:

  • Verify their identity using their last name and date of birth

  • Review and accept required consent

  • Enter a credit card

How to send the payment link

  1. Open the Limited Access Client’s profile.

  2. In the coverage section, find Payment Link

  3. Select: "Email to Client"

  4. Tava will send the secure link to the client to add their payment method directly.

 

Important notes

  • Clients must enter a matching last name and DOB to continue.

  • Limited Access Clients still do not create a Tava login

  • Links are valid for 24 hours. Additional links can be generated.

  • After the client authenticates, the session is time-limited and they may need to re-authenticate if they wait too long to complete it.

  • This is only available for Limited Access Clients. See how Full Access Clients can add their credit card, here.