VanillaSoft Signup for USHA Agents
Signing up for VanillaSoft as a USHA agent is a simple and efficient process designed to get you started quickly. Here's a detailed guide to help you navigate the signup process:
Step-by-Step Signup Process
- Visit the Registration Form: Open the USHA New Customer Registration form.
- Enter Your Name: Fill in your First Name and Last Name. This will be your name on your VanillaSoft profile.
- Provide Your Email: Enter the Email Address that will be associated with your VanillaSoft account. This email will be used for all communications and as your username for logging in.
- Note: Your email address must be entered in lowercase letters.
- Select Your Team Leader: Open the Team Leader drop-down and choose the name of your US Health division leader.
- Choose Your VoIP Phone Number State (if applicable): If the Team Leader you selected includes VoIP, a VoIP Phone Number State drop-down will appear. Select the state where you will be operating to determine the area code of your new VoIP phone number.
- Select Your VoIP Area Code: After selecting your state, open the VoIP Area Code drop-down and choose your preferred area code for the new VoIP number.
- Proceed to Payment: Click Continue to go to the Payment Information page.
- Enter Payment Information: Provide your credit card details, including the card number, expiration date, and the name on the card.
- Enter Billing Address: Enter your billing details, including full name, phone number, address, city, state, and zip code.
- Review Your Order: Once all information is filled out, click Continue to review your details.
- Place Your Order: If everything is correct, check the box acknowledging that this is a recurring payment, then click Place Order to submit your request.
- Wait for Confirmation: After placing the order, you'll see a confirmation message with an order number. A confirmation email with your order details, including the order number, will be sent to your registered email address.
After Signup
- Confirmation Emails: Once your order is processed, you will receive 2-3 confirmation emails. These will include your VanillaSoft login credentials, an order confirmation, and if applicable, a VoIP line activation email.
- Project and Team Assignment: To access your contacts, you may need to be assigned to a Project and Team by your USHA Admin. Follow the steps in the Assign a User to a Project and Team article.
Additional Information
- Billing Cycle: For more information about your billing cycle, refer to our Understanding Your Billing Cycle article.
- Changing Division Leaders: If you need to update your division leader, follow the steps outlined in our Changing Division Leaders for USHA Agents article.
Welcome to VanillaSoft! We're excited to support your journey as a USHA agent. For more helpful resources and guides, visit our Articles for US Health Agents section. If you need further assistance, our support team is ready to help. Feel free to reach out using any of the contact methods listed in our Contact VanillaSoft article, and one of our representatives will be happy to assist you.
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