CONTENTS (click to jump to any section)
HOW TO USE THIS GUIDE 5
ABOUT THIS SOFTWARE 6
System Requirements 6
Network Servers 6
Installing the Software 6
Your Activation Key Code 6
Installing on Multiple Computers 7
Do not move or alter the Credit-Aid Pro system folders 7
Updates and Upgrades 7
Uninstalling the Software 7
OPTIONAL “ENHANCED SERVICES” 8
GETTING TO KNOW THE CREDIT-AID PRO WORKSPACE 9
GETTING STARTED WITH YOUR SOFTWARE 10
The Start Page 10
Enhanced Services 10
Visual Options and Password Protection 11
Important tools at your fingertips 11
Take a look around! 11
THE BONUS MATERIALS 12
Download your Bonus Materials 12
Marketing Art 12
STARTING WITH NEW CLIENTS 13
Preparing for clients 13
Paperwork 13
Electronic Agreement (Optional with Client Portal) 13
WORKING WITH CLIENTS IN YOUR SOFTWARE 14
Adding a new client. 14
Step 1: Creating a new client profile. 14
Step 2: Log into your new client 15
Step 3: The Client Detail Page. 15
USING THE CREDIT DISPUTE WIZARD 16
Wizard Step 1: Order Credit reports 16
Wizard Step 2: Reviewing Credit reports 17
Wizard Step 3: Disputing Errors 17
Adding your Dispute 18
When you’re done working with a client 20
Syncing to your Client Portal 20
USING THE CLIENT PORTAL 21
Sending a new client their login details 21
What your clients see in their Client Portal 21
Updating Dispute Status 22
How Dispute Status appears in the Portal 22
ADDITIONAL SOFTWARE FEATURES 23
The Storeroom Library 23
Creating Custom Letters 23
Adding Customer Parameters 24
Reminders 25
Billing 26
Organizer/Diary 26
Financial Calculators 27
FREQUENTLY ASKED QUESTIONS 28
I bought a copy of Credit-Aid, but my PC crashed. How can I get a new copy? 28
I cannot reinstall my software. It says it is already installed on another computer. 28
I don’t have any of that information. Can you just give me a discount? 29
What is the statute of limitations for debt collection? 29
Help! I can't download my Free Credit Reports from the Credit Bureau site! 29
Do I need a special license for Credit Repair? 29
Do you have a free demo? 29
Do you provide free updates? 29
Want more FAQ’s? 29
CONTACT US 30
Registered Pro users always get: 30
Trial Support Services: 30
Our Address: 30
Want to learn more about Credit Repair? 31
Thank You! 31
Still Can’t Find Your Answer? 31
For Technical Support 31
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