Restricting the Number of Days to Delay Making a First Payment

This article describes the Restricting the Number of Days to Delay Making a First Payment (officially, the First Draft Scheduling Limit) configuration within the FORTH system. It was developed for System administrators and CRM users with permissions to configure enrollment plans.

The article is organized into the following sections:

• Overview
• Prerequisites
• How to Access
• How it Works
• Troubleshooting / FAQ
• Assistance

Overview

Scheduling initial payments too far into the future delays customer engagement and lowers retention rates. The new configuration restricts the maximum number of days a contact can delay their first payment. This enforcement standardizes the scheduling process, accelerates early plan investment, and keeps customers enrolled longer.

Prerequisites

Users with permissions to configure enrollment plans in the FORTH CRM.

How to Access

1. Log in to the FORTH CRM.
2. Click the Enrollments tab and select "Plans" in the Navigation Bar.
3. Open an existing enrollment plan or create a new one.
4. In the General section, locate the Select First Payment Date checkbox.
   

How it Works

1. Toggle the Select First Payment Date setting checkbox to the ON position (see the first red arrow in the image above).
2. A new First Draft Scheduling Limit (Days) field will appear (see the second red arrow in the image above).
3. In the First Draft Scheduling Limit (Days) field, enter a numeric value to define the maximum number of days allowed between the enrollment date and the first draft.
4. Before clicking Save Plan, the system automatically enforces the scheduling window you just selected during the enrollment process for new contacts:
   • If the selected date is within the allowed range, the system allows the user to save the plan or generate a contract as usual.
   • If the selected date exceeds the limit, the system blocks the action and displays an error message: "The first payment cannot be scheduled more than {X} days from the enrollment date. Please select a date within the allowed range to continue."

NOTE: This limit applies only to new enrollments created after this feature is configured. It does not impact existing contacts or payments that have already been scheduled.

Troubleshooting/FAQ

Why do I get an error when saving a contract?

If an agent schedules a payment beyond the configured limit, the system restricts the Save Enrollment Plan or Save & Generate Contract action. The system displays this validation message: "The first payment cannot be scheduled more than {X} days from the enrollment date. Select a date within the allowed range to continue."

Does this impact existing contacts?

No. This rule applies immediately to new pre-enrollment contacts. It does not apply to post-enrollment contacts or existing enrollment plans unless you actively modify them.

How do I handle exceptions for specific customers?

Create multiple enrollment plans with identical attributes. Restrict your primary plan with a scheduling limit and leave your secondary plan unrestricted for agents to use when handling exceptions.

Assistance

For further assistance, reach out to support@setforth.com.

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