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On-boarding Process
The following post will document the process for getting started with the C2C3 Cloud or Point Central as well as the terms of service.
- Review the postings under New – Start Here to determine which Plan to proceed forward with. The options are the C2C3 Cloud Desktop or Point Central Only. https://c2c3cloud.com/knowledge-base/category/starthere/
- Contact us via email or by phone at 858.337.7722 to let us know which plan you would like to sign up for.
- We will provide a SignRequst via email for digital signature. This form allow you to provide information on who you wish to securely share data with.
- The form will also contain a Payment Authorization Form for auto-payment. ACH Bank Transfers are offered free of charge. Credit Cards will incur a 4% fee.
- While there is not currently a Setup Fee, the payment method on file will be billed the day the Calyx Seat is assigned and Credentials are provided and again on the 1st of the following month.
- Moving forward billing is completed on the 1st for that month’s service. Failure to pay by the 7th will result in a service disconnection with a $50 reconnect fee (billed to payment method.)
- Upon return of the SignRequest, we will reach out to Calyx to allocate additional Seats. This process may take up to three business days.
- Once Calyx allocates the Seats, we will configure the Platform as per the required specification.
- An email will be sent containing the logon information and in the case of Point Central Only a link to install Point on you PC.
- Information on installing Point as well as troubleshooting steps are available on this website.
- C2C3 Cloud Desktop users may request a 30 min on-boarding call & screen share to go over the connection options. During this call we will assist with the configuration.
- The Point Central Only plan does not include IT or Setup Support. Knowledge Base articles are provided on this website and Calyx.com Paid technical support is available at the rate of $37.50 per 15 min. All billable time will be billed to the Payment Method as soon as the issue is resolved. The sole exception to this statement is the import of stand-alone Point data from a previous installation.
- Cancellation requests must be made by the 26th of each month to ensure Support has ample time to cancel the Auto-pay on the 1st.
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