How do I build a client onboarding flow in SuiteDash?

Use a Kickoff Form so new clients add themselves to your CRM, then attach an On-Boarding FLOW. That's a set of steps (forms, file uploads, appointments, eSign) the client has to finish before they can use the rest of the portal. FLOWs need the Pinnacle plan.

Steps

  1. Build the FLOW: go to Onboarding > FLOWs in the main menu, click +Add FLOW and choose On-Boarding as the type.
  2. Add steps in the order the client should do them, for example intake form, then upload documents, then book a kickoff call, then sign the agreement.
  3. Build the intake form: go to Forms in the main menu, click +Create Form and make a Kickoff Form.
  4. Assign the FLOW in the Kickoff Form so every new sign-up gets it. You can also assign it when adding a contact in CRM > Contacts > +Add Contact, or by CSV import.
  5. Optional approval step: set the form so it doesn't send the Portal Access Invitation right away, then send it after you've reviewed the submission.
  6. Share the form link, or embed it on your website.

Watch out for

  • FLOWs are Pinnacle-plan only.
  • You can't change a FLOW's type after you create it.
  • A skipped step counts as complete, and its automations still run.
  • Automations on the final step don't run. Set them at the FLOW level instead.
  • Use the platform's built-in Company field in Kickoff Forms, not a custom field named "Company".

Questions

What SuiteDash plan do I need for FLOWs?

FLOWs are only available on the Pinnacle plan. That covers both types: On-Boarding FLOWs, which new Prospects and Clients must finish before using the platform, and On-Demand FLOWs, which you assign case by case. If you're on a lower plan, you can still use Kickoff Forms to bring new clients into your CRM. Source: https://help.suitedash.com/article/384-automations-flows · https://help.suitedash.com/article/84-using-kickoff-forms

Can I review sign-ups before they get portal access?

Yes. Set your Kickoff Form so it doesn't send the Portal Access Invitation right away. New sign-ups still land in your CRM, and you send the invitation yourself after reviewing their submission. That gives you a simple approval step, so you're not giving portal access to anyone who fills out the form. Source: https://help.suitedash.com/article/84-using-kickoff-forms

Sources

We design onboarding flows clients actually finish: wrightclick.it/suitedash