Quick Links

FAQs

Centerfy Workspace

Refund Form (for clients)

cancellations / refunds: https://centerfy.ai/refund-form

Upgrade Email Template

Hey NAME,

Thanks for your time today!

 As discussed we will update your subscription to $497/mo White Label Unlimited (usually $997) and apply a 2 month credit to your account. Your new billing date will be: {CHANGE THIS 2025} for $497/mo. 

Please confirm you agree with this arrangement by replying to this email i.e “I agree” and I’ll update that for you. 

Look forward to a long and fruitful partnership and supporting you in your success!

White Label Upgrade Instructions

Step 1: Add tag to client GHL profile: "Create new White Label"

Step 2: The client will receive 2 emails:

1.Create account email from createassistants.com

2.The instructions to setup white label via email.

You can walk them through that process 👆

Step 3: Make sure that all 3 'integrations' inside their createassistants workspace are properly setup ✅

Give them one-time access link to the Centerfy MASTER snapshot.

Proceed with regular onboarding 😊

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Missed OB Calls (SMS)

Hi

This is [your name], I'm your Onboarding Coordinator with Centerfy.

We missed you on your schedule today. Let me know if you want to reschedule so I can book you in my calendar with the earliest time possible.

Or you may use this link to reschedule: [one-time calendar link]

Best,

Client Whitelabel SOP

https://app.gohighlevel.com/v2/preview/WH3u2ueVTpj9naQtJHq9?notrack=true

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Canadian clients who do not want to use US Number

Refer to this link for instructions:

SubAccount Transfers

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Charges per minute on AI

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