🎯 What is Onboarding?
Onboarding is the process of setting up the client’s system after payment so they can start using it immediately.
FLOW⚡ Onboarding Process
Payment → Confirmation → Account Setup → System Activation → Training → Start Usage
STEP 1💳 Payment Confirmation
Client completes payment via: ✔ Bank Transfer ✔ QR Payment ✔ Online Checkout You confirm payment and welcome them officially.
STEP 2📩 Access Delivery
You send: ✔ Login details OR access link ✔ Portal access ✔ System activation confirmation
STEP 3⚙️ System Setup
You set up their system: ✔ Business name setup ✔ QR payment configuration ✔ Dashboard activation ✔ Logbook or portal activation
STEP 4📚 Training Access
Client receives training: ✔ How to use dashboard ✔ How to accept payments ✔ How to track customers ✔ How to manage records
STEP 5🚀 Activation Complete
Client is now fully active and can use: ✔ Digital Logbook ✔ Payment System ✔ Booking System ✔ Student Portal
⏱️ Onboarding Timeline
⚡ Within 5–15 minutes → Access sent ⚡ Within 1 hour → System setup completed ⚡ Within 24 hours → Fully trained client
🧰 What You Provide
Account Setup
System Activation
Training Access
Support Channel
🔥 Golden Rule
Fast onboarding = Happy client = More referrals + more upgrades