Let’s say you have two clients "Person A and Person B" who both share the same mobile number. Here’s how to handle their flows using Checkboard to avoid any issues:
1. Send the Flow to Person A First
Why: If you send invitations to both clients at the same time, it can cause problems with duplicate flows or account access.
Start by sending the flow to Person A only.
2. Wait for Person A to Complete Their Flow
Once Person A has completed their flow, they’ll need to close or reset their Checkboard account.
They can do this themselves in the app settings, or by contacting customer support.
Alternatively, you can email Checkboard’s support team at [email protected] with Person A’s consent to reset the account.
Important: For privacy reasons (GDPR), the request to close or reset the account must come from Person A directly.
3. Confirm the Reset
Once the account has been reset, the app user will receive a confirmation from Checkboard.
Checkboard will also email you to confirm that you can now send a new flow invitation to Person B.
4. Send the Flow to Person B
Now that Person A’s account has been reset and you’ve been notified, you can safely send the invitation to Person B.
They’ll be able to complete their flow without any issues.
5. Follow Up
After both clients have completed their flows, it’s a good idea to follow up with them to make sure everything went smoothly.
If either of them experiences any problems, direct them to Checkboard’s support team for assistance.