Lesson 2 – Customer On-Boarding

RESOURCES

Client On-Boarding Checklist

https://www.visibledigitalsolutions.com/wp-content/uploads/2019/06/VW-VISNESS-CARD-SET-UP-CHECKLIST.pdf

Email to client if YOU Registered them:

I registered you and created your log in:

To log in:

Go to: https://my.visnesscard.com

Enter your email address

PW is: xxxxxxxxx  (change your password after you complete these steps below):

Once logged in:

1. Click on Create Card

2. Complete Personal Info Tab

3. Save/Create

Send me an email when your done . . . .