Client Onboarding

Learn how to onboard clients efficiently using forms and automation. Simplify client onboarding with CRM tools and proven workflows.

Client Onboarding - How To

Go to Clients, then settings to configure.

Decide if new clients are able to book.

Client must have valid credit card on file to book.

Meet and Greet. Required service to book other appointments.

Form must be filled out to Book. Go to Clients, Forms and click on settings for a form.