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Done-With-You Onboarding

Schedule a 1-hour onboarding session with a product expert…

Unless you're starting a brand new business, you have existing customer data, payment information, and subscriptions.

Implementing new software can seem daunting, but don’t worry – we'll help get you set up for success.

Schedule a time and we'll go through the steps together.

Agenda for our session

Custom domain setup

We'll help update your DNS for a custom workspace domain (clients.example.com), including white-labeled emails for notifications (support@example.com).

Payment setup

We'll help connect your merchant account so you can start accepting new clients through SPP.

Service and pricing setup

We'll help set up your services and pricing in the most optimal way.

Order form creation

We'll create an order form for each type of service you offer, including add-ons and upsells.

Intake form setup

We'll help you figure out what information to collect from clients and set up your intake forms accordingly.

Subscription and client import

We'll show you how to import your existing customers and active subscriptions from Stripe or a spreadsheet.

Next steps

We'll help you map out the next steps for switching your agency to SPP.

How much does it cost?

Your first onboarding session is totally free. For most agencies that will be enough to get you up and running. If you have more complex requirements shoot us an email with the details and we'll see how we can help.

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Pick a time for your onboarding

Enter your email below and pick a time for your free 1-hour onboarding session…

SPP Client Portal orders list on the admin side