How to update pricing in client agreements

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If you ever need to change your credit repair services pricing or if you want to offer different pricing packages to your clients, you will find this helpful. The client agreement document that needs to be signed by every client, clearly states how your client will be billed for your credit repair services. It’s important to reflect any changes to your pricing plans in the agreements of your new clients.

 

Table of contents:

 

To start, make sure you have the following:

 

Where can I find my client agreements?

This area will display all the agreements that can be assigned to clients* when creating their client profile.

  Important Note:

*Portal access must be turned on for a new client before you can assign an agreement to them. 

  1. Log in to your Credit Repair Cloud account


  2. Click on My Company at the top or go to https://app.creditrepaircloud.com/mycompany

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  3. Click on Client Agreement

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    Here, you will find the full list of client agreements.

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How do I edit the pricing section within an agreement?

Once you are in the Client Agreement section within the My Company tab, follow the steps below to locate and edit the pricing section of a client agreement.

  Important Note:

The pricing section in your client agreement document must be set before assigning a given agreement to a new client.

    1. Click on the agreement’s name

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    2. Scroll through the document’s text and locate the section that reads “In exchange, I, {CLIENT NAME}, agree to pay the following fees as outlined in the following fee schedule:

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    3. Type in the amounts that you will charge your clients as needed

      For example:

      1.- $99 At signup for document processing

      2.- $99 At the start of each new month of service.

    4. Select whether the agreement will be the default agreement or not

      N-UPCA_1-005.png

    5. Click on Submit to save changes

 

Will this change affect the agreements already signed by my existing clients?

No. Any new changes to your master agreement(s) will not affect the agreements you've already saved to client profiles.

 

How can I create a new agreement? (How can I have different plans to charge my clients?)

By creating additional agreements, you are able to offer different pricing plans to your clients.

Click here to learn how to create a new client agreement.

 

 

What you can do now:

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