Skip to main content
All CollectionsClients
How to Request a Registration Renewal
How to Request a Registration Renewal
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

If a client's registration expires or is about to expire, a Customer Service Representative–or CSR–should send a request to the client to renew their registration through the Client Portal.

Required permission(s): client_read, client_update

  1. In the Clients module, select a client.

  2. Open the Registrations tab.

  3. Click Renew. This opens a New Renewal modal.

  4. Select Request Renewal. This opens a Confirm Renewal Request modal.

  5. Click Request to send a renewal request email to the client.

Once the client has submitted their registration renewal, their registration information will be automatically updated in Ample Organics. A CSR should verify the information, and then Set the Client's Registration Status to Approved.

Once the registration has been renewed, the CSR should Generate and Download a Registration Renewal Confirmation Document and Send a Confirmation Email to the client.

Did this answer your question?