My Account

The My Account page shows basic information about your account. From here you can change your name, email address, mailing address, and manage your subscription.

Edit Name and Mailing Address

To change the name of your Reach user or to change your mailing address, follow these steps:

1. In the sidebar, click on Settings
2. Click on My Account
3. Click on the Edit button in the Account panel
4. Change your First Name, Last Name, or Address and click Save

Change Email Address

Your Reach account is tied to your email address: your email address is used for logging in to Reach, receiving any email notifications, and sending out mass emails.

Sometimes there are times when you need to change this email address. For example, the email address that you use is specific to a certain brokerage and you are switching brokerages and wont have access to the old email address.

To change your email address, you must still have access to your old email address. Follow the steps below:

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The new email address must be with the same provider. If switching from Google to Microsoft (or vice versa), you need to contact our team.

1. In the sidebar, click on Settings.
2. Click on My Account
3. Click the Change button beside your email address
4. Click Send Code
   • This will send a 6-digit pin code to your current email address to ensure user authentication.
5. Go to your current email and retrieve the code, copy it, and paste it into the box.
6. Enter your new Email Address and click OK.

Once you click OK, you will be signed out of Reach and will be required to sign in with your new email address.

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Remember, any notifications will now be emailed to your new address.

Manage Your Subscription

If there is a discrepancy between the dollar amount shown in Reach and your invoice, the invoice is correct.

The License section of My Account shows your current license information. From here you can view, update or cancel your subscription.

Managing License Members

Reach allows you to pay for multiple license seats. This allows you to pay for Reach on others' behalf. You become the license holder (account holder).Every Reach user uses exactly 1 seat. Any Reach users on your license will be shown in a table that shows their name, when they joined the license, and an option to remove them from the license.

Adding License Members

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The following process creates a generic link that anyone can use to join your license. If you want to create a special invite link that is tied to a specific email address (i.e. only that email address is allowed to register using that link), follow the instructions in Paying for a New Team Member

You can add either Agent or Admin Reach users to your license. Follow the steps below:

1. In the sidebar, click on Settings
2. Click on My Account
3. Expand the License section
4. Click on Invite Agent or Invite Admin
5. Send the copyable link to the users you wish to join your license
6. Tell users to use the link and go through the registration process

When users register with Reach using this special link, they will not be prompted for a credit card but rather use one of your license seats. If you do not have any open seats in your license, they will not be able to register. To open up seats for more users, update your subscription to pay for more license seats.

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The link contains a special code that allows users to join your license. We recommend periodically refreshing the code to invalidate any previous links that have been sent out. Refreshing the code is available in the Invite Agent / Invite Admin dialog.

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The Invite Admin button only appears if you have more than 0 Admin seats.

Auto Team Join

Any new user that you pay for that joins your license is automatically added to your team (no data is initially shared, they just automatically show up in your Team Members list). When the Auto Team Join setting is enabled, the new user is automatically added as a team member to everyone else on the license as well. This is especially useful for larger teams when a new team member joins (e.g. a new admin joins the team) and the admin is automatically added as a team member to everyone else on the license (i.e. everyone else being paid for by the same person). At this point, each other member can easily start setting permissions for the new user if they desire.

Removing License Members

For whatever reason, you may wish to not pay for a Reach user any longer.

1. In the sidebar, click on Settings
2. Click on My Account
3. Expand the License section
4. Click the remove button associated with the Reach user

The user will be notified that they are no longer part of your license and will have to register a credit card in order to continue using Reach.

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Simply removing a member does not lower the number of seats on your license; i.e. removing a member does not lower your bill. If you do not wish to give the open seat to someone else, update your subscription and lower the number of seats you are paying for to decrease your bill. Any changes to your subscription will appear on the next invoice.

Updating Your Subscription

When you update your subscription you have the option to change the number of seats you are paying for.

When changing the number of seats you are paying for, the minimum number of seats is set by the number of people currently using the license. In order to lower the minimum, remove license members before trying to reduce the number of paid seats.

In order to update your subscription, follow the steps:

1. In the sidebar, click on Settings
2. Click on My Account
3. Expand the License section
4. Click on Update Subscription
5. Make any applicable changes
6. Click Save

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Any changes in price will be billed immediately and will reset the billing period

Changing Your Credit Card

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Stripe is the 3rd party payment software that Reach uses to administer credit card payments.

Reach uses Stripe for our credit card processing. To change the credit card in the Stripe portal, follow the steps below:

1. In the sidebar, click on Settings
2. Click on My Account
3. Expand the License section
4. Click on Update Subscription
5. Click on I want to update my credit card or cancel my account (this will open a new browser window)
6. Under Payment Methods, add a new credit card
7. Remove any old or inapplicable credit cards
8. Close the portal

Canceling Your Subscription

We are sorry to see you go! If you would like to cancel your Reach subscription, follow the steps below.

1. In the sidebar, click on Settings
2. Click on My Account
3. Expand the License section
4. Click on Update Subscription
5. Click on I want to update my credit card or cancel my account (this will open a new browser window)
6. Click Cancel Plan
7. Click Cancel Plan again on the confirmation screen

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Your account is still available until the end of the billing period. If you would like to renew your subscription before the billing period is up, follow steps 1-4 above and click on Renew Plan. Even after the billing period is over, you can still re-register at a later time and all of your data is preserved.

Referrals

Reach offers a referral program that allows users to potentially get Reach for free; all you need to do is refer other users. And this benefit isn't just for you: any users you refer also get a discount when signing up! For each new paying user that you refer, Reach will give a continual discount on your invoice. This discount is applicable for as long as the new user has their account in good standing (they have a valid credit card attached to their account and they aren't delinquent in their payments).

To view your current referral progress, do the following:

1. In Reach, click on Settings in the sidebar
2. Click on My Account
3. Expand the Referrals section
4. Observe the pie chart providing your personal progress towards referring 10 users

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For invoice purposes, Reach will calculate your discount 2 days in advance of your invoice. For example, if you are normally charged on the 18th of the month, Reach will provide a discount based on your referrals as of the morning of the 16th.

Individuals

When just paying for yourself, Reach provides a 10% discount for each user. This means that if you sign up 10 other people, you get Reach for free as long as they continue being paid users of Reach. The maximum total discount is 100%.

Teams

When paying for a team of users, Reach will give a free invoice if your team signs up 10 users per paid agent user. For example, if you are paying for yourself and 2 other agent users, your team needs to sign up 30 people to get a free invoice. In this example, the discount per user is around 3%. The maximum total discount is 100%

Anyone on a team (whether they are the paying user or not) can refer new users to Reach. If they do, the discount is applied to the person paying for the license. This means that although you may need to sign up 30 users to get a free invoice, any users that your teammates sign up get counted towards your invoice.

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When users no longer work together as a team, they take their referrals with them and that user's referrals no longer count towards the team's invoice.

Viewing and Sending Referrals

The Referrals section can be used to see your current referrals and send out new ones. Your current referrals are separated into Pending and Accepted. Only Accepted users count towards your discount.

There are two primary ways to send referrals: Generic Referrals with a code, and email-specific referrals.

Generic referrals are referrals that can be used by anyone. These kinds of referrals are good for social media posts where you don't know the email addresses of the users that will sign up ahead of time.

To access your generic referral code, do the following:

1. In Reach, click on Settings
2. Go to My Account
3. Expand the Referrals section
4. Click on Get Referral Code
5. Click on the clipboard icon to copy the URL
6. Paste the URL in your message and invite people to register using your link. If they do, they will get a 10% discount.

Email-specific referrals are a great way to send referrals to your address book. If you know the email addresses of the people you want to refer, simply type them in and Reach will send them a "registration-invitation" email on your behalf. Any new users you sign up will get 10% off when they register.

To send email-specific referrals, do the following:

1. In Reach, click on Settings
2. Go to My Account
3. Expand the Referrals section
4. Click on Send Referrals
5. Enter the email addresses of those you wish to refer. Enter multiple addresses by separating them with a comma
6. Click Invite