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  3. Why is my client getting asked for a confirmation code?

Why is my client getting asked for a confirmation code?

Most of the time, Paperbell will remember your client automatically and they will not need to enter a confirmation code. This creates an elegant, frictionless experience for your clients.

However, there are some points where they’ll need to request a confirmation code via email and enter it in Paperbell to move forward through the process.

New Clients

When a client is completely new to the Paperbell system, we ask them to confirm their email address via a confirmation code. Without this extra check, clients could make a typo in their email address then never be able to redeem the sessions they have purchased. Typos are pretty common, so we think it’s worth the extra step to make sure that their email has been entered correctly and they’ll receive all future communication from you.

Contract Signing

Whenever your client signs a contract they will need to confirm with a confirmation code, even if they’re recognized by the system. This is necessary to ensure that the right person is signing and make the online contract legally binding.

Client Has Switched Devices

When logs in from a new device (phone, tablet or computer) that they have not yet visited Paperbell on, they’ll receive a confirmation code.

Client Has Logged Out

Most clients prefer to stay logged into Paperbell. But if they choose to log out, they’ll need to enter a confirmation code when they log back in. This is why if you’re switching back and forth between a coach account and a “tester” client account you’ll hit the confirmation code frequently.

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