My client didn't receive their verification link - what do I check?
Most missing links are a contact-detail or delivery-channel issue - work through these checks in order.
Most "missing" links are a contact-detail or delivery-channel issue - check these in order.
- Check both channels. The original request goes to each channel you entered - ask the client to check email (including spam) as well as SMS.
- Confirm the contact details on the record. If wrong, fix and resend with Update on the Identity tab - Resend delivers by SMS only; Update can resend to email.
- Try the other channel - if you only sent via SMS, use the Update VOI button and enter their email address.
- Resend or Update the link - Resend a KYC/VOI link to a client
- Overseas clients: international mobiles are supported - enter the number with the country code. For clients in China, SMS hyperlinks are blocked - see this article.
- Link-wary clients: easyAML provides a customer brochure explaining the KYC process, and the invite can carry your firm's branding - see rebranding SMS messages.