April 18th, 2024

Improved

Client onboarding - 4 New updates

We've added these options to the Client Onboarding Checklist builder

  1. Request files

  2. Notes

  3. Secured text

  4. 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.