This video explains Equinox's Renewals workflow.

This training video covers: 

00:00 Introduction 

00:27 1. Renewals configuration 

00:41 Settings 

01:06 Forecast block 

01:36 General block 

02:26 Notice table settings block 

03:39 Notices 

03:42 Setting up renewal notice templates 

05:57 Creating notice settings schedule 

08:37 Charge sheet configuration 

13:06 2. Renewals functionality 

13:10 Generating renewal due dates for a single case 

16:55 Generating renewal due dates for multiple cases 

19:37 Adding costs and quotes 

23:40 Sending client notices 

25:56 Processing instructions 

29:21 Processing combined notice instructions in bulk 

32:10 Processing charges 

33:54 Completing and moving on a renewal