Integrating IdentityCheck with Coffee Chats

Coffee Chats, your go-to platform for managing meetings, scheduling, and processing payments, empowers coaches and mentors to connect effectively with their clients. With a mission to enhance productivity and streamline communication, Coffee Chats offers a sleek, all-in-one solution tailored for personal engagement professionals. By integrating IdentityCheck, you can elevate your use of Coffee Chats, adding seamless identity verification to build trust and ensure compliance.

Why Connect IdentityCheck to Coffee Chats

Enhancing Coffee Chats’ scheduling and payment capabilities with IdentityCheck means you can execute KYC checks effortlessly, maintaining security and compliance in every coaching session. Expect smoother operations by reducing the risks of fraud and identity theft. For instance, as showcased in the Guardian Tax Solutions case study, businesses can cut onboarding time by 90%. Such integration benefits make Coffee Chats a fortified tool for mentors and coaches.

Setting Up the Integration

• Log into your Coffee Chats account.
• Navigate to the “Integrations” section in the dashboard.
• Select “IdentityCheck” from the available options.
• Click on “Connect,” prompting a redirect to IdentityCheck for authentication.
• Authorize the connection to complete integration.
• Return to Coffee Chats and confirm setup through a test verification.

How It Works in Coffee Chats

With IdentityCheck integrated, coaches can seamlessly verify identity during the setup phase of client onboarding. For example, when a new client is scheduled for an introductory chat, the system automatically initiates an identity verification check, ensuring compliance before proceeding with any further payment or scheduling.

Frequently Asked Questions

• Where is the data from the ID verification stored? Data handled through IdentityCheck follows stringent security protocols, ensuring privacy and compliance.
• Can I customize identity verification steps? Yes, the identity check process in Coffee Chats can be tailored to meet specific coaching requirements.
• What happens if an identity check is incomplete? The system will notify both you and the client to revisit the process, ensuring no steps are missed.

In Summary

Integrating IdentityCheck with Coffee Chats transforms the client onboarding experience, adding a powerful layer of security and efficiency. By streamlining ID verification processes, you uphold the integrity of your coaching business, fostering a relationship of trust and reliability with your clients.