Ivy Setup Assistance

1

Your Name:* This field is required.

First Name

Last Name

2

Email Address* This field is required.

example@example.com

3

Phone Number* This field is required.

Area Code

Phone Number

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].

5

Is your payment method already added for this Assignment?

Yes

No

Unsure

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!

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.

8

We have two types of "Set It and Forget It" options in Ivy* This field is required.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.

9

Auto Reload: When do you want us to add more hours?Add the threshold number. For example, when the balance hits "5".

10

Auto Reload: How many hours do you want us to add at that threshold?For example, add 10 more hours.

11

Monthly: How many hours would you like added every month?

12

Monthly: When do you want these hours to process?

Every month on today's date

On the first of every month

13

Would you like to add a second subscription for another Assignment?

YESNO

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.

15

2: Is your payment method already added for this Assignment?

Yes

No

Unsure

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!

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.

18

2: We have two types of "Set It and Forget It" options in IvyPlease 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.

19

2: Auto Reload: When do you want us to add more hours?Add the threshold number. For example, when the balance hits "5".

20

2: Auto Reload: How many hours do you want us to add at that threshold?For example, add 10 more hours.

21

2: Monthly: How many hours would you like added every month?

22

2: Monthly: When do you want these hours to process?

Every month on today's date

On the first of every month

23

2: Would you like to add a third subscription for another Assignment?

YESNO

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.

25

3: Is your payment method already added for this Assignment?

Yes

No

Unsure

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!

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.

28

3: We have two types of "Set It and Forget It" options in IvyPlease 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.

29

3: Auto Reload: When do you want us to add more hours?Add the threshold number. For example, when the balance hits "5".

30

3: Auto Reload: How many hours do you want us to add at that threshold?For example, add 10 more hours.

31

3: Monthly: How many hours would you like added every month?

32

3: Monthly: When do you want these hours to process?

Every month on today's date

On the first of every month

33

Is there any other information you'd like to provide?