Whether you are setting up your account and payment method with your Sales Representative or on your own, follow the steps below to better understand the process and how to get set up.
Jump to Section: [Payment Setup Process] [Setup your Account and Add Payment]
Payment Setup Process
- You will receive a link in your contract from your Sales Representative.
- Your Sales Representative will set up either a Zoom meeting or phone call to go through the link together. During this meeting you will get your account set up, add your secondary contact, and add your payment method. If you discuss with your Sales Rep that you will be going through this on your own, follow the steps in the next section.
- Sign your contract.
- After your payment method has been entered, you will be billed according to your contract.
- You will then receive two Welcome Emails from the Implementation team.
- After your first Implementation Session, you will set up your subscriptions with your Implementation Project Manager.
Setup your Account and Add Payment
If you are not setting up your account with your sales representative, follow the steps below.
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