How To Set Up A Billing Portal
Before Getting Started:
- We will create an account for you in our system.
- Once the account is created, an email will be sent inviting you to set up login credentials. You will be notified by a GoToCollegeFairs representative that the email has been sent.
Setting up the Portal
Look for an email from accounting@gotocollegefairs.com with the subject line "GoToCollegeFairs has invited you to join their portal" shown below:
Click Accept Invitation.
This will redirect to the webpage for setting up login credentials. Create a password and select Update.
This will redirect to the billing portal. Use the sidebar navigation to view estimates, invoices, or previous payments.
Bookmark this page to return later OR use the Portal URL provided in the invitation email.
Accepting an Estimate
Click Estimates in the left-sidebar and select the estimate that needs to be approved.
To accept the estimate, select the Accept button at the top of the page:
For more information on the billing portal, please read Zoho's Client Portal knowledge base article here.
Related Articles
GTCF Sends: A GotoCollegeFairs Lead Portal has been created for you
This email is automatically sent from the GoToCollegeFairs system when a college orders an app subscription OR registers for an Included Scanning Fair. Subject Line "Student Data is Coming Your Way!" sending to NEW lead portal email addresses Hi! ...Best Practice: Set Up Virtual Booth Reminder
This email can be sent from any email system. For Swoogo settings see below: Subject Line: Time To Set Up Your Virtual Booth! Body: Dear College, Thank you for registering for the */event-name/*. By now you should have received your invitation to set ...Best Practice: Your Counselor Dashboard at GoToCollegeFairs.com
This email can be sent from any email system. For Swoogo settings see below: Swoogo Settings: Communicate > Notifications & Reminders > Templates > +Create Email From Email should be "communications@gotocollegefairs.com" due to our whitelisting best ...GTCF Sends: Student data is coming your way!
This email is automatically sent from the GoToCollegeFairs system when a college orders an app subscription OR registers for an Included Scanning Fair. Subject Line "Student Data is Coming Your Way!" sending to those who already have a lead portal ...Student Data Handling Practices
As a company that handles large amounts of student data, we believe it is our obligation to maintain a high level of ethics in data security and sharing practices, even beyond what is required by regulations governing these issues. The data we ...