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Our Support team will take care of the ALAN side, you as the Certified Partner have a few things to do on your end.
Should your End User wish to deactivate or pause ALAN nurturing services there are a few things that need to be done first:
- Send our Support Team an email (support@usealan.com) request with your End User's name and email address associated with their account.
- Our Support Team will confirm that all integrations have been disconnected from ALAN.
- The Certified Partner must:
- Stop ALL ads
- Stop ALL Subscriptions
- Disconnect Twilio -- Though ALAN requires Twilio services, our team does not have access to any partner's Twilio account. It is only integrated with ALAN during the sign-up process.
- Close out the End User's availability within their Acuity/Squarespace calendar.
- Review the End User's ALAN calendar and ensure all appointments have been marked. You MUST cancel any pending appointments as ALAN will continue to nurture leads that are still running through the campaign sequence.
- Please keep in mind that:
- Our billing and invoicing system is 100% automated. Should there be any unmarked appointments or pending appointments left on the calendar ALAN will nurture those leads which could result in an invoice being generated.
- Our Support Team will set the End User's account to "INACTIVE" once all integrations have been disconnected on our end. If an invoice is generated due to unmarked appointments it will automatically adjust the account status to "ACTIVE".