Need to resend an agreement to a client, including those with future send dates? Here’s how you can do it in Rechargly.
Steps to Resend an Agreement
Go to the Agreements Page: Log in to Rechargly and navigate to the Agreements page.
Find the Customer Agreement: Locate the agreement you’d like to resend.
Click the Options (…): On the right side of the agreement, click the three dots ([…]).
Select ‘Resend Agreement’: Click Resend Agreement from the dropdown menu.
This will restart the agreement workflow for that client. They’ll receive four reminder emails over four weeks.
Bulk Resending
If you need to resend agreements to multiple clients at once, please contact Rechargly Support and our team can arrange this for you.
FAQ
What happens when I resend an agreement?
The client will receive the agreement email sequence again—four emails over four weeks.
Can I resend agreements in bulk myself?
No, please contact support for bulk actions.