OnboardPro

Let people apply from your website

One public link where resellers and clients pick what they want to do and fill in their details. The customer, contact and onboarding are created automatically and the secure link is emailed to them, so no one has to capture them first.

  1. 1Choose a link name and heading, then add an option for each path (e.g. Become a reseller, Sign reseller agreement) and pick the published workflow it starts.
  2. 2Switch the link on and save.
  3. 3Copy the guided link onto your website, or a direct link for each tile.
  4. 4New applications appear here and on the Customers page. Existing customers are matched by email, so nothing is duplicated.
Next: Go to Customers