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

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The short answer is "yes!"

The way to do this in case you need to correct the agreement that was set for your client is by using the "reset agreement" option found within your client's profile:
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This will temporarily turn Portal Access off for that client, and when turning it back on, you will be able to assign a different agreement. This will make the client need to sign the new agreement as soon as they log in to their secure portal.

The only exception to this is if you select "No Agreement" when saving that 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.

Generally speaking, most companies have 1 agreement with 1 set of pricing.

You can certainly have different agreements for your company, but please make sure the agreement is correct before saving it to a client’s profile. You can change your “master” agreement anytime you like, but you cannot change an agreement that is already signed on a client’s profile. If you wish to change an agreement that’s already been signed, the only solution is to reset it and have your client sign it again.


Where are the agreements sent to?

Agreements are kept in Credit Repair Cloud. Clients see and sign the agreement at their first login to their client portal. To see if a client has signed your agreement you can see this by the icons in the Client list. To see a signed agreement, visit My Company > Online Agreements > Digital Signatures or visit the Client’s Dashboard and click on the word “Agreement.”

 

 

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