Opening additional accounts allows your clients to manage multiple vehicles using a single login.
If your client has never opened an account, please share with them your Onboarding Link.
Here is video:
Open Additional Account
- Navigate to your Customers Tab
- Select Accounts Subtab
- Scroll all the way down
- Select Add Account
- Select your Customer
- Select new Account Type
- Select a Payment Source for the account fees
- Click the Review button
- Click Submit
You added an additional account for your Client. As long as all other existing accounts were in good standing, the new account is available immediately!
If you're unable to Open an Additional Account after following the steps above, please contact our Customer Success Team at email@example.com or click the Help button to chat with us now.