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. 

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Payment Setup Process

1. You will receive a link in your contract from your Sales Representative.
2. 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. 
3. Sign your contract.
4. After your payment method has been entered, you will be billed according to your contract.
5. You will then receive two Welcome Emails from the Implementation team.
6. 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.

Open the link you received in your contract. Note: The link in your contract is only valid for seven days. If you do not meet with your Sales Representative or go through the link on your own within those seven days, have them generate a new link for you.
In Step One, add your Company's information. All fields noted with a red asterisks are required fields. Click Next to move onto the next step.
Step Two is where you will add both your Primary and Secondary contact information. Important: You must add a valid Secondary contact before moving on to the next step.
Step Three is where you will create your Username and Password to access your account.
Add your Company Location information in Step Four.
Step Five is where you will add your preferred payment method. You can add a Credit Card or ACH information.
After you add your payment information click Add Card (or ACH).