Configure Customer Onboarding

When To Use This#

Use this page when the business needs to configure what customers see and complete during onboarding. Customer Onboarding settings cover portal copy, agreements, document requirements, intake questions, and workflow options.

Before You Start#

• Sign in as an owner or manager.
• Have approved customer-facing copy ready before changing onboarding text, agreements, document requirements, or intake questions.
• Confirm legal, waiver, vaccination, medical, and document requirements with the business owner before adding them.
• Use the Documents page to review submitted documents after customers respond.

Portal Copy And Agreements#

Customer Onboarding settings include copy for first-time setup, document requests, agreements, and submitted onboarding packets. Agreement rows should use approved labels, descriptions, version text, and consent wording.

Do not draft legal, waiver, vaccination, or medical wording inside the support article. Use business-approved copy only.

Document Requirements And Intake Questions#

Document requirements control which documents customers are asked to provide and whether they are required. Intake questions collect additional customer details during onboarding.

Only enable required items when the business has approved that onboarding rule. If a requirement affects booking readiness or care availability, keep the policy decision outside this article and follow the business owner's approved policy.

Workflow Options And Review#

Workflow options control how customer self-registration, family review, and document review fit into onboarding. After saving changes, review the customer-facing onboarding experience with local demo data before announcing the change to staff or customers.

Use Review Documents when staff need to approve or reject submitted documents.

When Customer Onboarding Settings Do Not Work#

• If configuration cannot load, avoid saving over unknown settings until the issue is resolved.
• If the page shows a setup checklist warning, review the visible warning before assuming the customer-facing settings failed.
• If an owner or manager cannot open the settings, an owner or admin can review their access on the Access page. See Manage Access and Invites.
• If legal, vaccination, waiver, medical, or agreement wording is involved, stop for approved copy before changing customer-facing settings.