Customer Onboarding

Summary: Configure customer onboarding preferences and flows.

Audience & Prerequisites: Admins.

UI Path: Settings → Customer Onboarding

Step-by-step

1. Navigate to Settings → Customer Onboarding.

2. Use the top tabs to configure:

   • Sections & Fields: Toggle and configure required client fields.

   • Medical: Manage medical questionnaire settings.

   • Custom: Add custom questions and titles; save via the Custom tab.

   • Preview: Preview the onboarding flow.

3. Use the language selector to author in English or Español; save Spanish translations using the Save button.

4. Click Save where shown or rely on autosave where indicated.

Results & Where to Verify

• Registration flow reflects configured sections and questions.

• Spanish translations appear when client locale is set to Spanish.

Related tasks & Links

• Registration Links

• Company Settings

Troubleshooting

• Unsaved Spanish changes warning: click Save in Spanish authoring mode.

• Custom questions not saving: use the Save button in the Custom tab.

Permissions

• Settings: Manage Customer Onboarding (admin)