This article is an FAQ for common questions regarding Thirdfort
When Do My Clients Receive Reminders?
To help ensure your clients complete their ID checks in a timely manner, Thirdfort sends automated text message reminders throughout the process.
These reminders are designed to prompt clients who have not yet completed their check and help keep the process moving smoothly.
How Often Are Reminders Sent?
Reminder messages are sent automatically to clients whose ID check has a status of “Open.”
Thirdfort currently sends reminder messages on days 1, 2, 3, 5, 7 and 10 following the date the check was requested.
This means that if a client has not yet completed their check, they will receive periodic reminders encouraging them to return to the app and complete any outstanding tasks.
Why Do We Send Reminders?
Automated reminders play an important role in helping to optimise check completion rates and ensure clients complete their ID checks without unnecessary delays.
The reminder schedule and wording may change from time to time as we continue to monitor and evaluate their effectiveness. This allows us to make improvements based on how clients respond to the reminders and the impact they have on check completion.
Please Note: When Are You Charged?
You are not charged or invoiced when the ID check is initially requested.
A charge is only generated once your client has successfully completed the ID check and the PDF ID Check report has been generated.
This means that if a client does not complete their check, you will not be charged for that incomplete check.
What Clients Can Expect During the ID Check Process
When an organisation initiates an ID check, the client will receive a text message notifying them that a transaction has been set up. The message will include the name of the organisation requesting the ID check, along with the purpose of the check.
The client can then access their ID check through Thirdfort's secure app. To log in, they simply enter their mobile number and the verification code sent to them.
Once logged in, the client will be able to view the different tasks that have been set by the organisation. The app guides the client through each task individually, providing clear and detailed instructions on what is required at each stage.
As each task is completed, it is removed from the homepage. This allows the client to easily see their progress and understand which tasks, if any, remain outstanding.
How Client Data Is Handled
While the ID check is in progress, the information provided by the client is stored locally on their device until all required tasks have been completed.
Once every task has been completed, the information held within the app is processed and a final report is generated using the details and documentation uploaded by the client during the ID check.
For security purposes, if the app is deleted before the process has been completed and the information has been processed, any data stored locally on the device will also be deleted.
Does Your Client Need Help?
If your client experiences any issues while completing their ID check, or would simply prefer some additional support, our team is available to help.
Your client can contact the team at help@thirdfort.com or call 0161 768 0083. Our team will be able to guide them through the app journey, answer any questions they may have, and provide support to help ensure their checks are completed successfully.
This process is designed to provide clients with a straightforward and secure way to complete their ID checks, while ensuring they are guided clearly through each stage of the process.