Re: Fwd: Calgary PAD form.Credit Card Form - [#700533]

From
Shawntel Sousa <ssousa@thekey.com>
To
Michael Jervoso <pandadoc-support@thekey.com>
CC
cterlesky@thekey.com, tt@thekey.com
Date
Wed, 20 Mar 2024 10:52:17 -0600
Folder
INBOX
Hi, did someone provide Michael with the language already for this?

*Thank you,*

*Shawntel Sousa, LPN*

Client Success Manager


Direct: 403-305-6588 Calgary Office: 403-301-3777 Vancouver Office:
778-279-3634

*TheKey.ca <http://TheKey.ca>*

[image: TheKey]



On Thu, Mar 14, 2024 at 1:48 PM Michael Jervoso <pandadoc-support@thekey.com>
wrote:

> Hi Charles and Shawntel,
>
> I have updated the PAD Agreement. Please provide the language that needs
> to be added on the Credit Payment Authorization Form and I'll get it
> updated as well.
>
>
> Thank you
>
>
>
> On Thu, 14 Mar at 2:58 PM , CharlesTerlesky <
> cterlesky@homecareassistance.com> wrote:
> Hi - Please take a look at the request below for changes to the Calgary
> PAD form.
>
> Kind regards
> Chuck
>
> ---------- Forwarded message ---------
> From: Katie Buell <kbuell@thekey.com>
> Date: Thu, Mar 14, 2024 at 12:17 PM
> Subject: Re: Calgary PAD form.Credit Card Form
> To: Timothy Thomas <tt@thekey.com>
> Cc: Shawntel Sousa <ssousa@thekey.com>, Chuck Terlesky <
> cterlesky@thekey.com>
>
>
> Hey team,
>
> I am no longer supporting PandaDoc and don't have access to it to help out
> with this. Please reach out to Pandadoc-support@thekey.com and the team
> will assist!
>
> Katie Buell
> Product Manager
> 415-385-1721
> TheKey.com <https://www.thekey.com/>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
> On Thu, Mar 14, 2024 at 10:47 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> Hi Katie,
>>
>> Is it possible to update the Calgary credit card and PAD form to reflect
>> Shawntel’s comments below?
>>
>> Thanks
>>
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <tt@thekey.com>
>> (514) 591-9387
>> TheKey.ca <https://www.thekey.ca/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>>
>> On Thu, Mar 14, 2024 at 12:46 PM Shawntel Sousa <ssousa@thekey.com>
>> wrote:
>>
>>> Hi Both,
>>>
>>> Sorry another change I noted needs to be done.
>>>
>>> Can we please get the Calgary PAD form updated. The information
>>> contained in it is not accurate. The payments are removed on Fridays, no
>>> longer Mondays.
>>>
>>> On the credit care form it does not mention that we charge a fee for
>>> processing credit cards, can we please add the fee to the form so clients
>>> are aware.
>>>
>>> Also, Tim, what is the CC fee?
>>>
>>> *Thank you,*
>>> *Shawntel Sousa, LPN*
>>> Client Success Manager
>>>
>>> Direct: 403-305-6588 Calgary Office: 403-301-3777 Vancouver Office:
>>> 778-279-3634
>>> *TheKey.ca <http://TheKey.ca>*
>>>
>>> [image: TheKey]
>>>
>>>
>
> --
> Chuck Terlesky B.A., CCPE
> General Manager
> Winnipeg and Calgary
>
> Calgary: 403-301-3777
> Winnipeg: 204-489-6000
>
> TheKey.ca   <https://thekey.ca/>
>
> [image: TheKey]
>
> 700533:611100
>

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