April 18th, 2024
Improved

We've added these options to the Client Onboarding Checklist builder
Request files
Notes
Secured text
Assign checklist item to a service. This means it will only show up if client purchases it.
This is great when you need account information, files, or want to provide documentation to your client to help them onboard quicker. And assigning a checklist item to a specific service allows you to have a customizable onboarding unique to each client.