What Customers See in the Portal
When you send a payment plan, your customer receives a secure link to a clean, simple portal designed to make acceptance easy.
The Customer Portal
Plan Overview
Your customer sees:
- Total amount owed
- Payment schedule with dates and amounts
- Progress tracker
- Who they owe (your business name)
Tone and Language
The portal uses calm, respectful language:
- "Your payment plan with [Business Name]"
- "Here's a fair payment schedule that works"
- "We're here to help you get back on track"
No collections energy. No threats. Just facts and options.
Action Options
Your customer can:
- Accept the Plan: One click to agree
- Propose Alternative: Suggest different amounts or dates
- Contact You: Direct communication option
After Acceptance
Once accepted, customers:
- See their progress (X of Y payments completed)
- Receive check-ins on due dates
- Can report payments made
- Track their journey to completion
Security and Privacy
- Each portal link is unique and secure
- No login or password required
- Links expire after plan completion
- No data is shared or sold
Mobile Friendly
The portal works perfectly on phones, tablets, and desktops. Most customers will view and accept plans on their mobile devices.
Questions from Customers
If customers have questions, they can:
- Reply to any email from Good Plan
- Use the contact option in the portal
- Reach you directly (your contact info is included)
We facilitate communication but never get in the middle of your business relationships.