To begin using the Equinox renewals functionality, you'll need to follow these steps.

1. Contact Equinox's Client Services team

• Contact our Client Services team on [email protected] to advise you would like the functionality enabling. The Client Services team will carry out basic checks on your system configuration to check it is suitable.

• Inform Client Services which users should be given access to the renewals functionality, so that we can change the relevant permissions.

2. Complete your Renewals Configuration

• Make sure that the Renewals Mode in System > System Preferences is set to Streamlined Mode.

• Configure your renewals charges in your charge sheet

• Configure your renewals notice templates

• Configure your renewal notice settings

• Configure your renewals settings

• Ensure that the following settings are set with values:

  • Default Charge Profile (our fee)

  • Default Charge Profile (official fee)

  • Responsible for Renewals

  • Renewals Task Type

  • Enable Advanced Renewal Notices

The renewals functionality can be used alongside existing renewal deadlines in your system, and can be used on a case-by-case basis.