CLIENT ONBOARDING
14 days free · No card · 4,000 AI credits
Choose the business your client is hiring. Add their details, the service they need, and the documents you will use.
Record the scope, contacts, and next steps. Check those details before using them in an agreement or message.
Prepare a contract and invoice for the agreed work. Keep them with the client’s record.
Ask AI to help with a draft, then check the scope, terms, and amounts. Confirm your payment settings before sending the invoice.
Share a booking link for appointments and a portal link for client work. Explain what the client needs to do next.
Choose the order that fits your service. Paid bookings are confirmed after payment succeeds. Check the agreement and other requirements before starting work.
Add the project’s tasks and working documents. Make the next task clear to your team and explain what the client can expect.
Choose what to share with your client. Check the portal as a sample client before using it for a real project.
Pick one service. Prepare an agreement and invoice, test booking, and check the client portal. Adjust the steps to fit how you work.
Set the order and checks your service needs. Give clients a clear starting point, an agreed scope, and an easy way to find the next step.