Adding New Client Manually

Step 1: Click the "Add New Client" button

Located on the top right of the Dashboard or the Clients Grid

Step 2: Complete all the Contact Info

Enter the Client Name, Email, Phone, Current Address, Previous Address, Social & Date of Birth

Auto-Complete Address

The address will do a google address lookup as you are typing, so you can quickly select the address and it will fill in the rest for you!

Step 3: Client Settings

The "Customer Type" will be automatically selected

What Each Dropdown is For:

Processing Issue: Internal Status for you to categorize this Client

Sales Rep: add if there is one that needs credit for the sale

Status: for you to organize Clients for reports/searching

Folder: this places them in different sections on the main clients grid page

Assigned To: IMPORTANT - select the Agent in charge of this client, which triggers the on-boarding emails

Affiliate / Referral: Select if applicable

Step 4: Assign Agent (Triggers AutoFox)

This is the most important action when setting up a Client. Choosing an Agent will trigger the Client On-Boarding Email & SMS Campaign. You do not have to assign an Agent when adding a Client, ONLY assign them when you are ready to start the On-Boarding Process.

Automated On-Boarding Email Includes:

Introduces (the chosen Agent)

Gives Client their Portal Login and Password

Link to Digitally Sign the Agreement (before they are allowed to access the portal)

Instructions on how to upload the Required Documents

Instructions on signing up for Credit Monitoring (with your affiliate link)

You can edit this email by going to the main AutoFox tab, then select: Client (step 02) - Agent, On-Boarding & Portal Login

If you have an SMS package, then they will also get a Welcome SMS Message with instructions

Step 5: Opt-In Status

By default everyone will be "Opted-In" which means they WILL receive Emails and SMS messages, whether they are Automated by the system, or you send out emails manually. To stop a Client from getting any AutoFox sequences, SMS or Emails, turn OFF the Opt-In button.

Step 6: Client Portal Access

Your client will have their own Client Portal where they can see updated scores, upload required documents and send you messages.

Client Portal Information

Client Portal Access is ON by default (but client will not have their link and login info yet)

Clients will ONLY be able to get their login and password, once you Assign an Agent (which starts the AutoFox On-Boarding)

Passwords will be automatically generated by the system, but you can change it if you want

You can turn OFF access at any time

Step 7: Credit Card Details (optional)

If you already have their credit card information, you can enter it here. This ONLY SAVES the information - you will setup their actual billing profile later on in the process. If your Client filled out a Signup Form that asked for their Credit Card Details, then it will automatically be here.

Whats Next?

Now that you have the basic details entered and the Client has their on-boarding email, you can move onto setting up their billing plan or pulling their report.