What your client sees¶
Use this page to tell clients what to expect between receiving your quote and signing in, and to answer their questions along the way.
1. The quote email¶
The client receives an email from Enfonica with your agency's name, the plan and a Review and Approve Quote button. The link works for 30 days. If the client hasn't acted, Enfonica sends a reminder each week until the quote expires; you can also click Resend on the quote. Resending gives the client another 30 days from the resend.
2. The quote page¶
The link opens a page headed with your agency's name that shows the client's name and email, the plan and its inclusions, and the monthly total with the agency discount. If you gave the client a free first month, the page shows it. Prices are in Australian dollars excluding GST.
The page doesn't explain calls under 30 seconds, packs or recording retention. Those lines appear only on the quote summary in your Console, so tell the client about them yourself. See Manage billing and your plan.
The client clicks Continue to Checkout.
3. Checkout¶
Checkout is a secure payment page hosted by Stripe. The client enters a card and billing address; GST is added. When payment succeeds, the client returns to a page that says the account is being set up. This takes a few seconds.
If the client leaves checkout and comes back to the quote link, the page offers to continue where they left off.
4. The welcome email¶
Enfonica emails the client a Complete Your Setup link to set a password. The link is valid for 30 days. If the client already has an Enfonica account, the page it opens offers Sign in and accept instead, and the new subscription is attached to their existing account.
If the client loses the email, they can open the quote link again, click Continue where you left off, and then click Resend setup link. You can't resend it from an accepted quote.
5. The Console¶
The client signs in to their own project, which already has a tracking site with the website domain and forwarding number from the quote. They can see calls, recordings and reports, invite their own users, and open the billing portal from the user menu. They'll see that your agency manages the site.
What Enfonica creates on acceptance¶
- A project owned by the client, with the client as its first Owner.
- A tracking site named after the client, with the website domain as its allowed domain and the forwarding number as its handler. Recording is off.
- A regulatory listing from the business name and address on the quote.
- A subscription to the chosen plan, billed to the client's card monthly with the agency discount applied.
- A link from your agency to the client's project, so your team can open it from Clients.
If something goes wrong¶
| The client says | What happened | What to do |
|---|---|---|
| "The link says the quote has been cancelled." | You cancelled the quote. | Create and send a new one. |
| "The link says the quote has expired." | 30 days passed since you last sent it. | Resend it from Quotes. If the Console says it can't be resent, create and send a new one. |
| "The page says my account is already set up." | Payment went through earlier. The quote page loads as usual, and the message appears after they click Continue where you left off. | Tell them to check their email for the setup link, or click Resend setup link on that page. |
| "The payment failed." | The card was declined at checkout. | Stripe shows the decline on the checkout page, where they can enter another card. If they left checkout, they can open the quote link again and click Continue where you left off. |
| "I have an Enfonica account already." | Their email is already registered. | The welcome page offers Sign in and accept; they sign in with their existing password. |
Having trouble? See A client didn't get the quote or setup link in the Help Center.