Onboarding by email thread is chaos for everyone. This welcome portal gives each client a private login to see their steps, documents, and next actions, so a service business onboards clients in a calm, branded space they trust.
What's Included
- Private client login: each sees only the portal you match to them.
- Guided steps: onboarding in clear order.
- Document upload: everything in one place.
- Access control: secured with role-based permissions.
How To Use
- Clone the portal.
- Set your onboarding steps.
- Invite a client to their login.
- Onboard in one calm space.
See client portals in the Community Gallery or open the client portal generator.