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Let us help you automate your Ivy purchases!
Would you like us to make Ivy easier for you? Are you tired of all the low-balance emails? Let us help you set up your Assignments in a way that you can set it and forget it!
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1
Your Name:
*
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First Name
Last Name
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2
Email Address
*
This field is required.
example@example.com
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3
Phone Number
*
This field is required.
Area Code
Phone Number
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4
Which Assignment would you like us to set up for you?
*
This field is required.
If you only have one assignment, just add your Freedom Maker's name. If you have more than one Assignment, add whatever information identifies the Assignment you want to set up, such as Freedom Maker name, business name, or specific work type if you have two different rates. An example would be: [FM Name, Website Design assignment] or [FM Name, specific business].
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5
Is your payment method already added for this Assignment?
Yes
No
Unsure
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6
Please verify the last four numbers of the payment method for this subscription.
Some clients have multiple payment methods, and we want to be sure to get it correct!
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7
Since you do not have a payment method added (or are unsure), we want to be sure we help you in a secure way.
Please
book an appointment
with Sharmin for help, or visit our
Client Resource Page
for information to show you how to add it yourself.
Please continue--I just added a payment method
Stop--I will book a call or watch the video.
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8
We have two types of "Set It and Forget It" options in Ivy
Please choose which option is right for you.
Auto Reload: adds more hours when the balance hits a designated amount
Monthly: adds a specified amount of hours each month, regardless of the balance.
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9
Auto Reload: When do you want us to add more hours?
Add the threshold number. For example, when the balance hits "5".
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10
Auto Reload: How many hours do you want us to add at that threshold?
For example, add 10 more hours.
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11
Monthly: How many hours would you like added every month?
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12
Monthly: When do you want these hours to process?
Every month on today's date
On the first of every month
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13
Would you like to add a second subscription for another Assignment?
YES
NO
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14
2: Which Assignment would you like us to set up for you?
If you have more than one Assignment, add Freedom Maker name, business name, or specific work type if you have two different rates. An example would be: [FM Name, Website Design assignment] or [FM Name, specific business]. If you only have one assignment, just add your Freedom Maker's name.
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Next
Submit
Press
Enter
15
2: Is your payment method already added for this Assignment?
Yes
No
Unsure
Previous
Next
Submit
Press
Enter
16
2: Please verify the last four numbers of the payment method for this subscription.
Some clients have multiple payment methods, and we want to be sure to get it correct!
Previous
Next
Submit
Press
Enter
17
2: Since you do not have a payment method added (or are unsure), we want to be sure we help you in a secure way.
Please
book an appointment
with Sharmin for help, or visit our
Client Resource Page
for information to show you how.
Please continue--I just added a payment method
Stop--I will book a call or watch the video.
Previous
Next
Submit
Press
Enter
18
2: We have two types of "Set It and Forget It" options in Ivy
Please choose which option is right for you.
Auto Reload: adds more hours when the balance hits a designated amount
Monthly: adds a specified amount of hours each month, regardless of the balance.
Previous
Next
Submit
Press
Enter
19
2: Auto Reload: When do you want us to add more hours?
Add the threshold number. For example, when the balance hits "5".
Previous
Next
Submit
Press
Enter
20
2: Auto Reload: How many hours do you want us to add at that threshold?
For example, add 10 more hours.
Previous
Next
Submit
Press
Enter
21
2: Monthly: How many hours would you like added every month?
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Next
Submit
Press
Enter
22
2: Monthly: When do you want these hours to process?
Every month on today's date
On the first of every month
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Next
Submit
Press
Enter
23
2: Would you like to add a third subscription for another Assignment?
YES
NO
Previous
Next
Submit
Press
Enter
24
3: Which Assignment would you like us to set up for you?
If you have more than one Assignment, add Freedom Maker name, business name, or specific work type if you have two different rates. An example would be: [FM Name, Website Design assignment] or [FM Name, specific business]. If you only have one assignment, just add your Freedom Maker's name.
Previous
Next
Submit
Press
Enter
25
3: Is your payment method already added for this Assignment?
Yes
No
Unsure
Previous
Next
Submit
Press
Enter
26
3: Please verify the last four numbers of the payment method for this subscription.
Some clients have multiple payment methods, and we want to be sure to get it correct!
Previous
Next
Submit
Press
Enter
27
3: Since you do not have a payment method added (or are unsure), we want to be sure we help you in a secure way.
Please
book an appointment
with Sharmin for help, or visit our
Client Resource Page
for information to show you how.
Please continue--I just added a payment method
Stop--I will book a call or watch the video.
Previous
Next
Submit
Press
Enter
28
3: We have two types of "Set It and Forget It" options in Ivy
Please choose which option is right for you.
Auto Reload: adds more hours when the balance hits a designated amount
Monthly: adds a specified amount of hours each month, regardless of the balance.
Previous
Next
Submit
Press
Enter
29
3: Auto Reload: When do you want us to add more hours?
Add the threshold number. For example, when the balance hits "5".
Previous
Next
Submit
Press
Enter
30
3: Auto Reload: How many hours do you want us to add at that threshold?
For example, add 10 more hours.
Previous
Next
Submit
Press
Enter
31
3: Monthly: How many hours would you like added every month?
Previous
Next
Submit
Press
Enter
32
3: Monthly: When do you want these hours to process?
Every month on today's date
On the first of every month
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Next
Submit
Press
Enter
33
Is there any other information you'd like to provide?
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