Client Onboarding

Our onboarding page template gives you a place to show your clients how to use the portal and give them any other information or updates from your company.

To enable this onboarding template, simply navigate to Settings → Menus → Add Link and set up a sidebar item that directs to /portal/onboarding:

Alternatively you can choose to reset your menu to the default which now will include this page.

Editing Your Onboarding Page

To edit this page, navigate to Settings → Templates → Clients → onboarding.html and make the necessary changes to the template. 

You’re also able to also go to your dashboard template and copy over any elements into the onboarding page. 

Note: You can edit the onboarding template on all paid plans.