To get started in Anchor, you can onboard clients in two ways:
Send your client a proposal to sign and approve.
Create agreements that you sign on your clients behalf.
NOTE: If you have 30 or more clients to onboard in Anchor, we offer a free white-glove service with an onboarding specialist to help streamline the process. Contact us at [email protected] for assistance.
Sending your client a proposal to sign and approve.
Anytime you’d like your client to receive a formal proposal for them to approve and sign, you’ll simply create a proposal and send it to them.
Create agreements that you sign on your clients behalf.
In some cases, you may decide to create and sign an agreement on behalf of your client instead of sending them a proposal.
This is typically done when the client has already agreed to the terms through another method. Please note that in this scenario, the agreement in Anchor will not include a digital signature.
Learn more about approving proposals on behalf of your clients.
Adding Payment details to existing agreements
If payment details were not added by the client as part of signing a proposal, there are 2 options to attach a payment method to the agreement.
Adding a payment method on behalf of the client
Sending a request to the client to add the payment method themselves
Learn more about managing payment methods in Anchor.
Email Templates for Notifying Clients About Your Transition to Anchor
We recommend informing your client about the transition to Anchor before beginning this process. Without prior notice, your client might feel confused or concerned when receiving an email about agreements, invoices, or payment details. For guidance, refer to the templates provided in the section below.
A concise option
Hi (Client),
I hope you're well.
To improve our level of service, we recently moved to Anchor, our new automated billing platform.
We chose Anchor for its simplicity, efficiency, and security, plus the benefits it provides for you including complete visibility and control over your payments and invoices.
An email from Anchor with requesting you to add your payment details will be sent to you shortly.
or
An email from Anchor with a new proposal for you to sign will be sent to you shortly.
Yours,
(Your name)
An informative option
Hi (Client name),
I hope you're well.
To improve our level of service, we recently moved to Anchor, our new automated billing platform.
We chose Anchor for its simplicity, efficiency, and security, plus the benefits it provides for you, including:
Real-time visibility of agreement status and history.
All past invoices and future payments are in one place.
Full protection from duplicate payments, fraud, and other errors.
Full control over payment approval and dispute.
Bank-level security, compliance, and privacy.
An email from Anchor with requesting you to add your payment details will be sent to you shortly.
or
An email from Anchor with a new proposal for you to sign will be sent to you shortly.
Yours,
(Your name)