Client onboarding workflow setup
Intro
Stages
Checklist
Forms
Visible Tabs
Subtask Configuration
Client Notifications
Escalation Actions
Email Templates
Finish
Form Template
New Client Onboarding Form
Required For Completing Stage ?
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ATTACH TO WORKFLOW STAGE
Enquiry received
Engagement letter
FICA & documents
Books setup
Active client
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FORM NAME
ATTACHED ON
ATTACHED BY
ASSIGNED TO
ACTIONS
1. New Client Onboarding FormStage - Enquiry received
5/30/2026 5:50:0
Mooketsi Morgan
Any
Remove
2. Engagement LetterStage - Engagement letter
5/30/2026 6:02:1
Mooketsi Morgan
Category Members
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3. FICA Document ChecklistStage - FICA & documents
5/30/2026 6:10:4
Lauren Mokoena
Any
Remove
4. Prior-Year Returns UploadStage - Books setup
5/30/2026 6:18:0
Mooketsi Morgan
Category Members
Remove
Edit Form - New Customer Sign Up Form
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FORM NAME*
New Customer Sign Up Form
STATUS*
ENABLED
FORM DESIGN i
Full NameIs Mandatory?
Phone NumberIs Mandatory?
Email AddressIs Mandatory?
Services NeededIs Mandatory?
Invoicing
Scheduling
Full CRM
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