How to Change an Email Address for an Agreement
If you need to change the email address associated with an active agreement after it has been sent, please follow these steps:
Log in to Xero and update the new email addresses in the client contact records.
After updating, go to the Mapping page in Rechargly.
Click on the three-dot menu [...] to open a dropdown.
Choose Re-sync contacts to pull the latest data from Xero:
If the agreement is accepted, these steps are all you need to do, and there is no need to contact us further.
However, if the agreement status is still open or sent, please update the email following the steps provided above. After that, notify us at support@rechargly.com or use the in-app chat so we can stop the agreement reminders from being sent to the old email address.
When sending your request, please use the following format:
Customer:
Old email:
New email:
To resend the agreement to the new email, please follow these instructions. The client will receive the agreement email sequence again, which includes four reminder emails over four weeks.