📱 How to Charge Them on Ivy Pay (Click-by-Click)

Step 1: Open the App

  • Open the Ivy Pay app on your mobile phone.

Step 2: Add the Supervisee as a Client

  • Tap on Clients and select Add Client (+ symbol).

  • Type in their Name and their Mobile Phone Number.

  • Save it.

Step 3: Create the Charge

  • Tap on that client's name and select Charge.

  • Type in the dollar amount for your group supervision or the initial deposit to hold the spot.

  • Select the payment type (e.g., standard session/deposit fee).

Step 4: Send the Text Link

  • Tap Send Invite or Charge via Text.

  • Ivy Pay will immediately send a secure, private text message directly to their phone with a link.

    "Awesome, I am so excited to have you in the group! To lock in your spot and get your welcome package triggered, I am sending you a text through my secure payment system, Ivy Pay, right now. You should see a text pop up on your phone in just a few seconds. Go ahead and click that link—it will let you securely put your card on file and process the initial spot registration. Once you put that in, it vaults your card safely for our future monthly group sessions, and your welcome packet with your free candle and tracker codes will drop straight into your email!"