This article explains how you can directly enter your credit card information in Shoobx while your lawyer runs the incorporation workflow for you. This article only applies to incorporating a new company and does NOT apply to onboarding an already existing company.
STAGE 1: The Lawyer Runs the Incorporation Workflow up to the Payment Screen
Your lawyer should log in to Shoobx and select their law firm from the list of available companies. They should then select "Start New Workflow."
Your lawyer should click the "Incorporate a New Company or Onboard Existing Client" workflow, which can be found under "Firm Management" workflows.
Your lawyer should then run the incorporation workflow. Once your lawyer has reached the screen depicted below, it's time for you to take action!
STAGE 2: You can then login and provide your billing information
1. Log in to Shoobx and select the new company your lawyer is in the process of incorporating. Then select the "Administration" lens.
2. Once you're on the administration dashboard, click "Billing Settings" on the "General Settings" panel and then the "Add a Card" button on the next page, which will prompt you to enter your credit card information.
3. Once you have finished entering your credit card information, press save.
STAGE 3: Your lawyer is now clear to continue in the workflow
Your lawyer should now return to the credit card information page of the workflow or simply reload the page if they haven't left. They'll now see that your credit card information has been added and successfully saved! This will allow them to continue in the workflow and complete the incorporation on your behalf.
If you have any questions that are not addressed in this article let us know by emailing firstname.lastname@example.org!