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 Clients
   
   
   
   
3. Click on your client’s name to open the client dashboard
   
   
   
   
4. Click on View/Edit Profile
   
   
   
   
5. Scroll down and click on Reset Agreement
   
   
   
   A warning will show up.
   
   
6. Click OK
   
   The warning will read “Are you sure you want to Reset Agreement?”
   
   
   
   This will temporarily turn Portal access off for the client.
   
   
7. Set Portal Access to On
   
   
   
   
8. 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.
   
   
9. 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 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
   
   
   
   
3. Click on your client’s name to open the client dashboard
   
   
   
   
4. Scroll down and check the completed tasks under the Progress section
   
   
   
   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:

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