Client Onboarding
Streamlined workflow for onboarding new clients.
Overview
The onboarding wizard guides you through setting up new clients quickly and efficiently. Follow the step-by-step process to get clients live in minutes.
Onboarding Steps
The wizard walks you through:
- 1Basic business information
- 2GoHighLevel connection
- 3Agent configuration
- 4Phone number assignment
- 5Billing setup
- 6Client portal invitation