How to renew your clients, fast

Jordan Patch avatar
Written by Jordan Patch
Updated over a week ago

How to renew:

You can begin a renewal on your dashboard by going into your "Clients" tab, searching for your client, and clicking the "Renew" button to the right of their name.

The application will be pre-filled. To complete the renewal, you will simply click through the application, make any updates that are needed, choose a plan, and submit your renewal!

Want to email a renewal reminder to all of your clients? Try the Bulk Renewal Email feature.

Did this answer your question?