Form template · Sign-ups and intake
New client onboarding
A few details so we can get started, and your signature on the agreement.
Suits agencies, consultants, bookkeepers.
- Category
- Sign-ups and intake
- Layout
- Full page
- Questions
- 7
- Required
- 4
Start the 14-day trial, then choose New client onboarding under Form templates. Every field, word and colour can be changed.
The fields
7 questions. Keep it short: every field is something a person has to answer.
| Question | Type | Required |
|---|---|---|
| Business name | Short text | Yes |
| Your name | Short text | Yes |
| Yes | ||
| Phone number | Phone | No |
| Website | Website | No |
| What should we set up first?Answering new enquiries · Booking reminders · Review requests · Monthly reporting | Checkboxes | No |
| Sign to accept the agreement | Signature | Yes |
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