Before you start
- The business sent the service agreement to the customer.
- The customer can open their portal link or sign in.
What the customer does
The customer reviews the agreement terms, confirms they are approving the right service, and submits the approval from the portal.
Do this
- 1
Open the portal link
Use the link sent by the business or sign in to the customer portal.
- 2
Open Service Agreements
Choose the agreement that is waiting for review.
- 3
Review the details
Check service frequency, price, start date, renewal details, and any exclusions.
- 4
Approve or ask a question
Approve the agreement if it looks right. If anything is unclear, message the business before submitting.
If the customer cannot find it
- 1
Check the portal account
Make sure the customer is signing in with the email address the agreement was sent to.
- 2
Resend the link
Ask the office to resend the agreement link if the original message is missing or expired.
- 3
Confirm the agreement was sent
The office should verify the agreement status is waiting for customer approval.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.