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

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:

• Prerequisites
• How can I reset/change/edit my client’s agreement?
• Where are the agreements sent to?
• How can I see if my client has signed the agreement?

To start, make sure you have the following:

• A Credit Repair Cloud account - Sign up for a free trial here!
  
  
• Set up your client agreement
  
  
• A client with an agreement assigned to its profile

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

1. Log in to your Credit Repair Cloud account
   
   
2. Click on My Clients
   
   
   
   
3. Click on your client’s name to open the client dashboard
   
   
   
   
4. Scroll down and click on Reset Agreement
   
   
   
   A warning will show up.
   
   
5. Click OK
   
   The warning will read “Are you sure you want to Reset Agreement?”
   
   
   
   This will temporarily turn Portal access off for the client.
   
   
6. Select On next to Portal access
   
   
   
   
7. Select an Agreement
   
   
   
   If you need to edit the content or the pricing shown in the agreement, please make any changes before assigning it to the client.
   
   
8. Click on Submit
   
   

     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 at their first login to their client portal or every time you reset their agreement and assign a new one.

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

1. Log in to your Credit Repair Cloud account
   
   
2. Click on My Clients
   
   
3. Locate your client in the list
   
   You will see a green checkmark next to the Status column. If you hover over the checkmark icon you will see the date and time of the signature.
   
   
   

What you can do now / Recommended articles:

• Importing Credit Reports
  
  
• Reimport Credit Reports
  
  
• Dispute Letters FAQ