HOW TO USE THIS GUIDE
ABOUT THIS SOFTWARE
Installing the Software
Your Activation Key Code
Installing on Multiple Computers
Do not move or alter the Credit-Aid Pro system folders
Updates and Upgrades
Uninstalling the Software
OPTIONAL “ENHANCED SERVICES”
GETTING TO KNOW THE CREDIT-AID PRO WORKSPACE
GETTING STARTED WITH YOUR SOFTWARE
The Start Page
Visual Options and Password Protection
Important tools at your fingertips
Take a look around!
THE BONUS MATERIALS
Download your Bonus Materials
STARTING WITH NEW CLIENTS
Preparing for clients
Electronic Agreement (Optional with Client Portal)
WORKING WITH CLIENTS IN YOUR SOFTWARE
Adding a new client.
Step 1: Creating a new client profile.
Step 2: Log into your new client
Step 3: The Client Detail Page.
USING THE CREDIT DISPUTE WIZARD
Wizard Step 1: Order Credit reports
Wizard Step 2: Reviewing Credit reports
Wizard Step 3: Disputing Errors
Adding your Dispute
When you’re done working with a client
Syncing to your Client Portal
USING THE CLIENT PORTAL
Sending a new client their login details
What your clients see in their Client Portal
Updating Dispute Status
How Dispute Status appears in the Portal
ADDITIONAL SOFTWARE FEATURES
The Storeroom Library
Creating Custom Letters
Adding Customer Parameters
FREQUENTLY ASKED QUESTIONS
I bought a copy of Credit-Aid, but my PC crashed. How can I get a new copy?
I cannot reinstall my software. It says it is already installed on another computer.
I don’t have any of that information. Can you just give me a discount?
What is the statute of limitations for debt collection?
Help! I can't download my Free Credit Reports from the Credit Bureau site!
Do I need a special license for Credit Repair?
Do you have a free demo?
Do you provide free updates?
Registered Pro users always get:
Trial Support Services:
Want to learn more about Credit Repair?
Still Can’t Find Your Answer?
For Technical Support