How to create a client and request for credit card details

Add a client, then send them a secure link to enter their billing details and card. Clients never log in to Staq. They only use that link. Set up Staq Billing and connect Stripe first. The card is held by Stripe. Staq only keeps the last 4 digits and the expiry date.

Add a client

1. In the sidebar, click Clients.
2. On the Billing tab, click Add Client.

Enter their details

1. Enter a Display name of at least 5 characters, and their Email. The client can fill in the rest during profile setup.
2. Keep Send profile setup email checked to email them the link now. Uncheck it to send the link yourself later.
3. Click Add Client.

Send the link yourself

1. Open the row’s actions menu.
2. Click Copy Profile Setup Link and paste it into your own email. The message that appears shows how long the link stays valid.
3. Or click Send Profile Setup Email to have Staq send it.

Check their progress

The Profile setup column shows where each client is. Use the chips above the table to filter by status.

1. Not invited: no email has been sent yet.
2. Unread: the email was sent, and they have not opened the link.
3. In progress: they opened the link and have not finished.
4. Completed: they have added a card.

The client is not charged yet. Assign them a plan to start billing.

FAQ

Can I change what the email says?

Yes. Edit it under Clients, Billing, Email Templates. See customizing automated emails.

Why is Send profile setup email grayed out?

Stripe is not connected. You can still add the client and copy a link, but they cannot add a card until Stripe is connected.

How do I update a client’s card later?

Once setup is Completed, the menu shows Send Payment Update Email and Copy Payment Update Link. See updating a client’s card.

Is this the PDF report recipient list?

No. PDF report recipients live under Clients, PDF Reports. Billing clients are the people you charge.

Need some help?

Open a support ticket if the client’s link does not work, or their status does not change after they finish.