If you accidentally mess up your default agreement and need to start over, please follow the steps below to create a new agreement with the default agreement text.
In this article, you will learn about:
To start, make sure you have the following:
Is it possible to reset my existing agreement?
It is not currently possible to reset your existing default agreement. However, the solution to create a new default agreement is pretty straightforward. We’ve outlined the recommended steps below.
How can I create a new client agreement?
Click on Settings in the Side Navigation menu
Click on Client Agreement Options
Click on + New Agreement
Enter an Agreement name
Click on Insert Original Default Agreement text
Disclaimer: We have provided a default client agreement as a starting point that covers the basic elements required under the Credit Repair Organizations Act. You should edit and modify it any way you like, fill in the placeholders with your own information, and add your pricing, terms, etc. Be sure to add in any extra disclosures and requirements that may be required for your specific state. You can research the various rules and regulations for all US states here www.creditrepaircloud.com/all-states. You can also review your agreement with your attorney or state regulator for feedback. Seeking legal advice from an attorney in your state is always recommended. The information here is for educational and informational purposes only. It does not constitute legal advice, nor does it substitute for legal advice. Persons seeking legal advice should consult with legal counsel familiar with their particular situation as laws vary.
Edit and modify the text in any way you need
(Optional) Click on View Placeholders so you can add them to your agreement if needed.Select whether the agreement will be the default agreement or not
Click on Add Agreement to save changes
Please note that any changes won’t update existing signed agreements.
This new agreement will now be your default client agreement.
If you’d like to change an agreement that was saved to a client profile, please check this article.
What are the available client agreement options?
There are three options available when setting up online client agreements.
Do not use an online agreement for new clients with portal access
When selecting this option, your clients won’t see the online agreement during onboarding. In this case, you would need to manage the client agreement process using other external methods.
Use my default client agreement below for all new clients with portal
Selecting this option will show your default agreement to all your new clients when they access their client portal.
Use different agreements for all the clients with portal
Select this option if you want to have different client agreements to offer. When choosing this option, you will need to select the agreement for all new clients when enabling their portal access.