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 My Clients

    RCR_1-001.png


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

    RCR_1-002.png

  4. Scroll down and click on Reset Agreement

    CHAG_1-001.png

    A warning will show up.

  5. Click OK

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

    CHAG_1-002.png

    This will temporarily turn Portal access off for the client.

  6. Select On next to Portal access

    CHAG_1-003.png

  7. Select an Agreement

    CHAG_1-004.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.

  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.

    CHAG_2-001.png

 

What you can do now / Recommended articles:

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