What onboarding can automate

ClientsPlace onboarding templates let you collect intake data, send welcome emails, create kickoff tasks, schedule a kickoff call, and grant portal access — all triggered automatically when a new client is added or signs an agreement.

Build an intake form

  1. Go to Onboarding → Intake forms → New form
  2. Add fields (text, dropdown, file upload, signature, etc.)
  3. Mark required fields
  4. Set conditional logic (show/hide fields based on answers)
  5. Copy the shareable link or embed it on your site

Create an onboarding template

A template bundles the intake form with a sequence of automated steps.

  1. Go to Onboarding → Templates → New template
  2. Link the intake form
  3. Add a welcome email (subject + body, supports merge fields like {{client.firstName}})
  4. Add kickoff tasks assigned to you or your team
  5. Optionally include a booking link for a kickoff call
  6. Grant portal access automatically when intake is complete

Trigger it

Templates can be triggered manually ("Start onboarding for this client"), automatically when a client is created, or automatically after a proposal is signed.

Tip: For consultancies, triggering onboarding after contract signature ensures clients never fall through the cracks.

Monitor progress

Each client's onboarding status appears on their profile with a progress bar. You'll see which steps are done, which are pending, and which need your action.