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How do I add clients?

When you log in, the Payments page loads. All your clients’ transactions through Eljin are listed here.

  • Click Clients in the menu, then click the Add client button. 
  • In the pop-up, enter the client email (or the unique in-house email your firm has assigned to that client), then click Continue.
  • Complete the client information form.
  • Make sure to check the box at the bottom: Agree to the terms below. This is the equivalent of a check authorization.
  • Click Submit.

That’s it. Your client will now appear in the list on your agency’s Clients page (status: In-Progress). Payers will be able to select that performer for payment. Your client will receive a one-time notification that he or she has been added to your agency’s roster. If the client has no link to another agency in Eljin’s database, the notification requires no response from that performer.

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