Your customers will need to use their social security number and last name in order to access Carpay for the first time. If their social security number was not provided, you can Send a Registration Code instead which will grant them access to their Carpay account.
To send a registration code to a customer:
1️⃣Click onto a customer's name.
2️⃣Click on "Send Registration Code" on the right-hand menu.
3️⃣Enter the customer's phone number and/or email if it is not already entered.
4️⃣Click to send the code to the customer either via email and/or text.
View the next article about using registration codes.