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. In combination with our onboarding forms, it makes it easy for you to get new clients to use the portal, and get all the information you need from them.

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.twig and make the necessary changes to the template.

At the bottom of the page, you can make the onboarding template the default page your clients see after logging in, replacing the dashboard 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.