New starter checklist

5, 4, 3, 2, 1 .....LIFT OFF! You're live!

If you've found yourself here, that means you've launched and your firm is now using Eligible's automated retention tool.

Now, we want to help you get set up as quickly as possible. So we've prepared you a handy checklist to get you on track and set up in no time!

✔️Your checklist

• Bookmark the Login link
• Get to know your Magic List
• View a Client Record
• Mark your first client
• Chat to us

We're here to help, so if you have any questions, feedback or fancy a chat we're all ears. You can reach us via email or contact us on chat.

Live chat

Chat sits towards the bottom of your screen. Open chat and Stacey will pop up (you'll see her a fair bit, she's everywhere) just tell us what you need and we'll get back to you asap.

Ready to login? Click here