Enroll Customers from home

[Nima M]

Hi,

I wonder if there is any feature that we send the agreement to customer and give them different program options and they select and sign, other than money magnet. We are trying to save our existing customers (such as After School Customers) time and commute and renew them for next school year from home or a customer that is moving to this area and they want to secure a spot for after school before hands.

[Master Toby Milroy]

Right now, there is not a smooth ‘online’ solution to recurring/monthly agreements.

It’s totally on our near term roadmap, and the development team is in the process of building a solution for this workflow as part of an upcoming ‘major’ release.

This is a pretty ‘large’ release, and unfortunately, I can’t give you a great timeline on when that’ll be ready for ‘general availability’, but it’s well under way.

Additionally, there are some ‘concerns’ you’ll want to be thoughtful about, when considering long term agreements where you’re ‘only’ capturing a ‘digital’ signature. We’re seeing troubling issues with losing ‘chargebacks’ where we can’t provide a ‘wet’ signature to the CCD company. (Meaning, real ‘ink’ on real paper.) I TOTALLY understand that there are some really useful workflows where a digital signature is likely ‘fine’, but just please be aware, that there are some risks that can be a serious issue.

Having said that, let’s get you and Sean together ASAP. There may be a somewhat ‘easy’ solution for this specific workflow for you guys. There are a couple ways we can solve this for you, but likely not using a money magnet at this time.

I’ll have him reach out to you right away.

Thanks again!!!

[Author]

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