OnboardPro

Build the steps your customers complete

A workflow is the list of steps a customer goes through, for example KYC, company details, a POPIA form and a signed agreement. You build it once and send it to as many customers as you like.

  1. 1Click New Workflow and give it a clear name customers will recognise, e.g. "New client onboarding".
  2. 2Add steps in the order the customer should do them. Open each step to set its wording and options.
  3. 3For agreement or form steps, upload your document — the fields are read automatically on paid plans.
  4. 4Use Preview or Send Test to try it yourself, then click Publish. Only published workflows can be sent to customers.

Changes are saved automatically while you work.

Next: Invite a customer

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