Can I change an agreement that was saved to a client profile?

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Yes! You can certainly reset a client’s agreement in their profile. In this article, we’ll show you where and how to reset your client’s agreement.

 

Table of contents:

 

To start, make sure you have the following:

 

How can I reset/change/edit my client’s agreement?

  1. Log in to your Credit Repair Cloud account


  2. Click on Clients

    ACCHSA_1-001.png

  3. Click on your client’s name to open the client dashboard

    N-ICR_1-002.png

  4. Click on View/Edit Profile

    New_CHAG_001.png

  5. Scroll down and click on Reset Agreement

    New_CHAG_002.png

    A warning will show up.

  6. Click OK

    The warning will read “Are you sure you want to Reset Agreement?

    New_CHAG_004.png

    This will temporarily turn Portal access off for the client.

  7. Set Portal Access to On

    New_TPAFC_1-001.png

  8. Select an Agreement

    New_CHAG_005.png

    If you need to edit the content or the pricing shown in the agreement, please make any changes before assigning it to the client.

  9. Click on Submit

    New_CHAG_003.png


      Important Note

    Please note your client will need to sign your agreement again when accessing their portal. The only exception to this is if you select "No Agreement" when saving the client profile. This prevents the software from being able to "reset" the agreement, in which case you'll need to delete the profile and create it again.

     

Where are the agreements sent to?

Agreements are kept in your Credit Repair Cloud account. Your clients see and sign the agreement when they first log in to their client portal.

 

How can I see if my client has signed the agreement?

  1. Log in to your Credit Repair Cloud account


  2. Click on Clients

    ACCHSA_1-001.png

  3. Click on your client’s name to open the client dashboard

    N-ICR_1-002.png

  4. Scroll down and check the completed tasks under the Progress section

    New_CHAG_006.png

    You will see a checkmark right above Agreement Signed when your client signs the client agreement. Hover over the checkmark to see the exact date and time of the event.

 

What you can do now / Recommended articles:

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