Onboarding my client

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Got your first client? Now what?

In this article, we’ll go over how to create a new client profile, how to onboard a new client, turn on portal access, assign your client to a team member, select a client agreement, and much more.

 

Table of contents:

 

To start, make sure you have/complete the following:

 

Create a new client profile - Step by step:

First of all, congratulations! Now print out the PDF chart you just downloaded. Use it as a guide to follow as you start to work with Clients. To add a new client profile in your account, follow the steps outlined below:

    1. Log in to your Credit Repair Cloud account


    2. Click on Add a New Client under Quick Start

      Add a new client

    3. Complete the form with your client’s information

      New client form

    4. Under Status, select Client

      Client selection

    5. (Optional) Next to Assigned to you can select the team member(s) that will be assigned to this specific client


    6. (Optional) If you need to assign this client to a specific affiliate, select the affiliate under Referred by

      Referred by affiliate option

    7. Set Portal access to On

      Portal access option

    8. Select an Agreement from the dropdown menu

        Important Note

      Your agreement choice for a client can be changed once you set it here, if needed. We do not recommend selecting "No Agreement" unless this is for a free client. Choosing “No Agreement” will lock the client profile from being able to have their agreement reset.

    9. Select English or Spanish as the Language for your client’s onboarding process

      Language selection

    10. Click on Submit

      This will save your client’s profile and send an automated email to set their login details.


Create a new client profile - Video overview

 

Client Tasks & Onboarding - Video overview

To learn how to turn on the onboarding tasks for a client, please read this article.

Your client will receive an email with the subject “Login Credentials for Secure Client Access.” Upon accessing their portal, clients will be able to set their password, sign their client agreement, and complete the Client Onboarding process. Your clients will be able to complete their onboarding using their mobile device where they must upload a photo ID and recent proof of address.

For an overview of the Onboarding process, please watch the following video:

 

 

What you can do now:

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