Канал: Onboardible

How to use Doc Editor

How to use Doc Editor

How to Create Automations within Onboardible

How to Create Automations within Onboardible

Personal Questionnaire

Personal Questionnaire

Step by step workflow

Step by step workflow

payment info & generating new bill

payment info & generating new bill

Add new client

Add new client

home dashboard

home dashboard

hamburger menu side bar

hamburger menu side bar

invite new client through New button

invite new client through New button

Add client through new button

Add client through new button

add prospect through new button

add prospect through new button

Notifications

Notifications

Chat with clients

Chat with clients

stripe account

stripe account

Restore subscription

Restore subscription

Subscription cancellation

Subscription cancellation

Client details

Client details

Broadcast messaging

Broadcast messaging

Add new client

Add new client

Action Dropdown

Action Dropdown

Action buttons

Action buttons

add to job

add to job

Edit Client

Edit Client

Job details

Job details

Recurring job & Add to job

Recurring job & Add to job

self onboarding link

self onboarding link

Import sample

Import sample

Broadcast history

Broadcast history

Archived client restore

Archived client restore

Archived client document file manager

Archived client document file manager

Archived client Required Serviceswork types

Archived client Required Serviceswork types

Job listing

Job listing

Documents File Manager

Documents File Manager

Add new job

Add new job

Adding a note

Adding a note

Archived client details

Archived client details

change password

change password

Business details

Business details

personal details

personal details

invitation link

invitation link

Professional login

Professional login

client login 1

client login 1

Register as professional

Register as professional

How to Update Your Profile Picture and Business Logo

How to Upload your Documents from your Computer

How to Upload your Documents from your Computer

How to Take a Picture and Upload your Documents from your Cell Phone

How to Take a Picture and Upload your Documents from your Cell Phone

How to Sign up to your Professional for Services

How to Sign up to your Professional for Services

How to Sign a Document your Professional Sent and Requested

How to Sign a Document your Professional Sent and Requested

How to See and Manage your Step by Step Workflow

How to See and Manage your Step by Step Workflow

How to Login to your Client Portal

How to Login to your Client Portal

How to Complete and Submit your Questionnaire

How to Complete and Submit your Questionnaire

How to See Additional Documents your Professional has Requested

How to See Additional Documents your Professional has Requested

How to Pay your Bill

How to Pay your Bill

How to Reset your Password

How to Reset your Password

How to Toggle On or Off the Workflow List

How to Toggle On or Off the Workflow List

How to Sign up to Stripe

How to Sign up to Stripe

Overview Demonstration of CRM Management

Overview Demonstration of CRM Management

Overview of Client Billing

Overview of Client Billing

How to Write Internal Notes about Clients for Staff and for Recordkeeping

How to Write Internal Notes about Clients for Staff and for Recordkeeping

How to use the Self Onboarding Link

How to use the Self Onboarding Link

How to Send a File and Request Signature

How to Send a File and Request Signature

How to Retrieve Documents Clients Have Sent Over

How to Retrieve Documents Clients Have Sent Over

How to Request Additional Documents from a Client

How to Request Additional Documents from a Client

How to Invite a Client

How to Invite a Client

How to Generate a New Bill

How to Generate a New Bill

How to Edit your Client's Workflow

How to Edit your Client's Workflow

How to Edit your Client Onboarding Questionnaire

How to Edit your Client Onboarding Questionnaire

How to Chat with a Client

How to Chat with a Client

How to Change Out the Client Steps at the Individual Level

How to Change Out the Client Steps at the Individual Level

How to Begin your Workflow by Clicking Mark Information Received

How to Begin your Workflow by Clicking Mark Information Received

How to Assign Specific Workflow Steps to a Staff Member

How to Assign Specific Workflow Steps to a Staff Member

How to Assign Client Due Dates to their Step by Step Workflow

How to Assign Client Due Dates to their Step by Step Workflow

How to Add a Prospect

How to Add a Prospect

How to Add a Job to an Existing Client

How to Add a Job to an Existing Client

Dashboard Overview

Dashboard Overview

How to Convert a Prospect to a Client

How to Convert a Prospect to a Client

How to Add Due Dates and Team Members to a Job

How to Add Due Dates and Team Members to a Job

How to Add a New Job to a Specific Client

How to Add a New Job to a Specific Client

How to run a virtual tax & accounting firm with one software solution

How to run a virtual tax & accounting firm with one software solution