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Enable and customize Onboarding Tasks
Click on Client Onboarding & Tasks. Select Turn Client Onboarding On. ​​ ​… Onboarding Completion Message ​ ​The Onboarding Completion Message doesn’t represent a task for your… Click on Client Onboarding & Tasks. ​ Click on Edit Onboarding Tasks. ​
Side Navigation - Enable and customize Onboarding Tasks
Adding Onboarding Tasks Deleting Onboarding Tasks How can I preview my onboarding tasks… Onboarding Completion Message ​ ​The Onboarding Completion Message will remain active by default and… Adding Onboarding Tasks Click on Add to Onboarding next to the task you want to add
How to add a client profile
Client Tasks & Onboarding (Onboarding my client)… (Onboarding my client)… profile - Video Overview How to add a client profile - Step by step Client Tasks & Onboarding
How do I replace my CHS client onboarding link with a Sponsor Code link?
How do I replace my CHS onboarding link with a Sponsor Code link?… In this article, you will learn about: Prerequisites How do I replace my CHS onboarding link
Side Navigation - How do I replace my Credit Hero Score client onboarding link with a Sponsor Code link?
How do I replace my CHS onboarding link with a Sponsor Code link?… In this article, you will learn about: Must Haves How do I replace my CHS onboarding link… Save Changes This will automatically update your Credit Hero Score affiliate link in the Onboarding
Need Help with your CRC Marketing Hub?
resources ​ Schedule your Live Group Onboarding Session ​ Book a 1:1 Onboarding Session ​… only after completing the Group Onboarding Session… An invitation to join is sent after completing at least one 1:1 Onboarding Session
Side Navigation - Dispute Letters FAQ
How do I add the Limited Power of Attorney step to my onboarding tasks?… Limited Power of Attorney How do I add the Limited Power of Attorney step to my onboarding tasks?… Instead, have your clients sign the Limited Power of Attorney through the Onboarding process
Dispute Letters FAQ
Limited Power of Attorney How do I add the Limited Power of Attorney step to my onboarding tasks?… Instead, have your clients sign the Limited Power of Attorney through the Onboarding process… How do I add the Limited Power of Attorney step to my onboarding tasks?
Getting Started with the Secure Client Access Mobile App
The SCA App includes: Mobile Onboarding — Clients onboard themselves right from the app, with no… When the client begins onboarding on their phone, they see a prompt to install the app. ​… Include the App Store and Google Play links in your welcome email and onboarding messages
How do I turn on portal access?
Enabling portal access for clients is an important step when adding/onboarding a new client… will allow your clients to set their password, sign their client agreement, and complete their onboarding… An active account at MyCreditRepairSite ​ Turn on/enable and customize Onboarding Tasks ​