Client Onboarding

Client onboarding lets a client submit or update their own contact details through a public link.

How It Works

1. A PA user creates an onboarding invitation.
2. The client opens the link.
3. The client submits name, email, phone, address, and client type.
4. PA flags possible matches.
5. A PA user reviews the submission.
6. The reviewer creates a new client, keeps the existing one, or merges selected fields.

Individuals and Organizations

The public form defaults to Individual. If the client selects Organization, PA shows an organization textbox so they can type the organization name. During review, the PA user can match that typed organization to an existing organization or create a new one.

Notifications

Onboarding links can notify admins when a new submission arrives. The setting is also available under notification settings so it stays clear and synchronized.