Feature Requests

The system will allow you to add a new client, collect the payment method, have the client sign the client agreement and totally onboard the client. Since the new system change in the billing and payments section, the system will also allow you to print the first round of letters without selecting an agreement plan. When this happens, you end up having to open a new client profile and start over and it becomes a logistical nightmare as you sort out the charges, transfer over letters that were already printed from one profile to another, etc.

There is a concern about how we are suppose to be getting paid for legit services that we provide for people. Going by the court settlement, one is really confused about the legal way forward.

It would save the client time and also be much easier if the client only had to enter their card info in ONCE, when signing up for our services. They have to put their card on file for us, then minutes later, put their card on file again for CHS. To some, this makes them feel uncomfortable or make them think it's an error "because they already entered their card details before". Think about it.....if you ordered something online and you placed your card on file, then moments later you have to do it again; you may feel a certain way about this or just close the entire screen as it's too many things you have to add your card to. Expected questions: How does this affect my business? Our clients will feel better if they only had to enter their card info once when enrolling. It doesn't make them feel like they're "signing up for so many subscriptions". Faster sign up for our clients. How should this idea work? Maybe the developers of CRC/CHS can make it where when clients are enrolling, the card they add on file for CRC will automatically transfer over to CHS, during the enrollment process. This way, they're not entering it in again and probably saves them 3-5 minutes at the end. How will CHS know the card is for the client? Linked by email and last 4 of SSN, etc. I'm no developer, but i'm sure you are getting an idea what I mean.

Before, CRC old sign up form allowed our clients emails to be imported into our emailing campaign (using zapier). Now, the self checkout form is not working with zapier. Which means, we have to manually add our client's email to our emailing campaign and this is no longer "automating our business". I'm sure CRC will ask these questions below: How does this affect my business and why is this important? As answered, it's no longer allowing us to automate our workflow and takes so long, going back to manually add our client's email to our emailing campaign. How was this setup before self checkout? Client would sign up online (using the old sign up webform by crc) and once submitted, a new lead would trigger in zapier, capturing their email and imported into our emailing subscription lists.

We love Goldd Llc

The self checkout option is amazing, however it only works with CRC Billing. CRC Billing has too many flaws and does not work correctly. CRC Billing does not allow us to change billing due dates and we have lost several clients. When clients update their card after being declined, CRC Billing does not update the subscription and does not renew the next billing date. Coastal Pay merchant does not answer calls nor return voicemails, their online reviews are very disturbing (because they do not answer calls). Lastly, CRC Billing skips over some of our clients and don't bill them at all! We need Chargebee plans to be able to be capatable with the self-checkout form, as it's 10x easier to manage subscriptions and make edits. Chargebee plans fully automate our business and has zero flaws. I have had an open ticket in regards to the CRC Billing not being able to change payment due dates for a month now and it has still not been fixed (losing us several clients). Please make Chargebee plans capatable with self-checkout!

this is a nuisance that we can't switch a client from ex: identity iq to smart credit and also that you PUSH credit hero. we should be able to easily switch companies for our clients as needed

It would be great to attach dispute reasons to specific customized letters so we manually have to do it