From the Dashboard, select the completed agreement you want to renew by clicking on the client name, this will take you to the Client Management page. To renew the agreement, click on the Renew Agreement button.
When you click on Renew Agreement, a client signup will be launched with:
- The same client details as before.
- No authorities are selected, so you’re not asking for authorities you already have. To add or change an authority, simply select it.
- The same Fees as the previous agreement (editable)
- The current Terms and Conditions are pulled through from your profile.
Once launched as a renewal, the signup is the same as the usual process.