We’re excited to introduce a game-changing feature in Client Dispute Manager Software: Self-Service Sign-Up—now available on all plans!

This powerful automation allows credit repair businesses to seamlessly convert leads into paying clients without manual intervention. With a fully automated, multi-step onboarding form, you can capture leads, sign agreements, collect payment details, and enroll clients effortlessly—all on autopilot.

In a series of video training below, we’ll walk you through how to set up and maximize Self Service Signup for your business. You’ll learn how to customize the form, integrate it with your workflow, and ensure a smooth, hands-free onboarding experience for your clients. Let’s dive in!

Self Service Sign Up Training Videos

What is Self Service Signup?

Let's talk about what exactly is the self-service signup form.

Website Demo

Find out what your leads will go through if they use the self-service sign up form.

Setup Walkthrough

Let's go through how you can setup and use the self service form for your company.

Design Center

Here's the video to help you customize your form to reflect your own branding.

Billing Setup

This is where you can setup your billing plans for your clients to choose the service they want.

Billing Integration

Let's check how we can integrate authorize.net so your customers can use credit cards.

About You

Learn about the first page your customers will see.

Select a Plan

Find out how you can show your customers the different plans you want to offer them.

Agreement

The agreement page covers all the agreements that your customers will see.

Credit Monitoring

Learn how to edit this page so you can educate your customers why they need to have credit monitoring.

Finish

The last part your customers will see in the self-service signup form

Embed Code

This is the code you need so you can embed the multi signup form in your website.