Add Your First Client to Credit Repair Cloud

Hi, my name is Michael and today I'm going to show you how to add your first client. So first off, congratulations on your new client. Now all we need to do is get them into your system. So for starters, go ahead and go to my clients and then click on Add New Client. Once you click on Add New Client, you will want to go ahead and fill in their information. Now, if they do not have an email address, you will choose Client has no email. Please note that if they don't have an email address, they will not be able to have portal access. And I will explain later what portal access is. But for now go ahead and put in their email address. Once you do that, you're going to want to add in their Social Security number, their date of birth, their phone numbers and their mailing address. The reason why you need to add in their Social Security number, date of birth and their mailing address is because this information will show up on their round one, round two and further letters. So this is very important so the credit bureaus and the agencies can go ahead and confirm this client's identity. Once you finish submitting their information, you will go ahead and go to status and if this is a client, you can leave this as client. If they are a lead, choose Lead Prospect, choose prospect and etc. Right here you will choose which day they are starting your services. It'll automatically be set to the day that you have created them as a client. Once you do that, you're going to choose which team member you want this client assigned to and then in the Referred by, you are going to choose the affiliate that referred this client to you. Once you choose Referred by, you will go ahead and choose portal access on. If you want them to have their own account log into when they first log in, they will be able to see their agreement that they can sign from their computer or their mobile device. They will also be able to complete all of their tasks onboarding and you will see under client's user ID that this is the email address that you have entered up here. And then you can choose if this is an English speaker or a Spanish speaker. So once you have created your client you can go ahead and click on Submit. Once you click on Submit, you'll be taken to your client dashboard and your client will receive their first welcome email. In that welcome email there will be a link for them to click on and once they click on it, they'll be taken to their portal where they can go ahead and choose their password and then do their onboarding and sign Their agreement. Now, if you want to see a sample of the client portal, go to my company. Once you're in my company, you can go ahead and go to client affiliate portal and then choose View my client portal. Now, after your client signs their agreement, they will be taken to their portal where they will first see this video. After they click on this video and watch the animated introduction, they can click on Continue. And then once they click on Submit, they will be taken to their first task which is ordering their reports and scores. Here they will click on this green button that says get my credit reports. Now after they order their report, they will click on Next. They will then enter in their login credentials to their credit report. They will then click on next and then they will choose the signature that will show up on their letters and then go ahead and click on Continue. They can then upload their photo ID using their smartphone or from their computer. And then the same thing for their utility bill. They can use a smartphone or they can choose a file from their computer. Now they have completed their tasks, you can view those items that they have uploaded by going back to your credit repair cloud account. Going to your client's profile by clicking on my clients, click on the client's name and if they have uploaded any items it will be right here where it says documents. So their photo ID would be here. You could download it. Same thing with their utility bill and you can download that as well. Now if you want to see if they have completed their tasks, just click on clients tasks in the tasks menu and view completed clients tasks. But by default this menu will show up showing you the tasks that they did not complete. All right, well that is how you add your first client. Congratulations once again and thank you for being a credit repair cloud user.