(Onboarding my client)
In this article, we’ll go over how to create a new client profile, turn on portal access, assign your client to a team member, select a client agreement, and much more.
Table of contents:
To start, make sure you have/complete the following:
It is also recommended to:
How to add a client profile - Video Overview:
How to add a client profile - Step by step:
First of all, congratulations!!
Now, follow the steps outlined below to add a new client profile.
Click on Add a New Client under Quick Start
Complete the form with your client’s information
Under Status, select Client
If you need to assign this client to a specific affiliate, select the affiliate under Referred By
Use the Assigned To dropdown to select the team member(s) that will be assigned to this specific client
(Recommended) Set Portal Access to On
Portal Access will be automatically set to On once an Email Address is provided for the client.
Select an Agreement from the dropdown menu
Important Note
Your agreement choice for a client can be reset once you set it, if needed.
We do not recommend selecting "No Agreement" unless this is for a free client. Choosing “No Agreement” will lock the client's profile from being able to have their agreement reset.Select English or Spanish as the Portal Language for your clients' onboarding process
Click on Add Lead/Client
This will save your client’s profile and send an automated email so they can set their login details.
Client Tasks & Onboarding (Onboarding my client)
Your client will receive an email with the subject “Login Credentials for Secure Client Access.”
Upon accessing their portal, clients will be able to set their password, sign their client agreement, and complete the Client Onboarding process.
Clients can complete their onboarding using their mobile device, where they must upload a photo ID and recent proof of address.
You can track your clients’ onboarding progress in their Dashboard, under the Progress section.
This section outlines each completed step, such as Login Details Sent, Agreement Signed, etc.
