You're about to sign a new client who is asking how a third party can pay for their advocacy costs. Look no further to learn about our sponsorship feature!
Each of our contract options features a toggle that, when selected, allows a third-party individual to cover the costs of your work for a particular client. At the contract creation step, you'll have the option to send a communication to the payor that instructs them on inserting their payment details, or you can select from an existing client relationship when one is already established.
Note: In the event that you already have an existing contract with your client, and they would like to change their payment from themselves to a third party individual, the existing contract will need to be ended, and a new one will need to be started.
Pictured below is an example hourly contract (this feature is the same regardless of which contract you choose). You will complete the contract as you normally would until you arrive at the bottom. Just below the signature area is a toggle (marked in green): "Is someone else paying for this client?" The toggle is pre-set to the "NO" position. In the event that someone else is paying, you will click this toggle into the "YES" position.
When the sponsorship toggle is switched to the "YES" position, as pictured below, a new section will expand beneath it. As pointed out in green, you will enter the sponsor's first and last name as well as their email address in the fields provided. Pressing the green "Send to Client" button after all contract fields are completed will send an email to the payor, prompting them to complete their payment details. You will be notified when this step has been completed.
Alternatively, if you already have the payor connected to your Solace account as a client or potential client, you can click the box marked in blue (see above and below): "Sponsor is one of my Solace clients." This will allow you to scroll through your list of clients to select the one who has agreed to cover these costs. Pressing the green "Send to Client" button after all contract fields are completed will send an email to the payor, prompting them to connect their payment details. You will be notified when this step has been completed.
The payor is also given the choice to create an account on Solace so that maintaining their payment details is quick and convenient. If they opt not to create an account, they can reach out to the customer service team for support.
As always, payment details can be updated at any time. The client or payor can log in to update their payment details. Whatever details are saved to their account at the time the invoice or retainer contract is submitted will be the card that is charged.
Email Notifications:
1. The payor is sent an email
- This happens when the green "Send to Client" button is clicked
2. The client is sent an email
- This happens after the payor has completed their payment steps
3. The advocate is sent an email (pictured below)
- This happens after the payor has completed their payment steps
For more information on how the client experience works with sponsorships, and to see their email notifications, click the article below:
For more related information, click the articles below:
- What are the different contracts I can use on Solace, and how do they work? Can I use my own contract?
- Offering an additional contract or making changes to an existing client agreement
Still have questions? Feel free to reach out via the "Contact Us" information below. We're happy to help!
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