Send an onboarding request

To send a new onboarding request, simply select the "Onboarding" from the menu.

This will take you to the "Onboarding Requests" page.

Click the "New Onboarding" button, which will bring up a new "Client Onboarding" page

Enter the client's info in, whom you would like to send an onboarding request to. Some fields are marked with a * as they are mandatory.

If connected to Xero Practice Manager, new family groups will automatically be created in Xero once the Onboarding request is saved.

"Onboard a New Client" will allow you to specify the client type I.e. Individual, Company, Trust etc., and you will also be able to specify if their tax details are required.

If you would like to send an onboarding request to more than one recipient, simply click "Add Recipient" and complete their details.

"Include eForm" allows you to add an eForm to your onboarding, if you need to request information or have questions for your client.

Once the client details are completed, you can choose an email template to send to the client, as well as an email subject. 

You can then edit the body of the email so that you know exactly what the client is receiving. Once your onboarding request is completed, click "send", or if it requires approval from another user, you can click "request approval" so that it is reviewed and approved before being sent to the client.