Client Onboarding
Start every client on day one.
The moment a client signs, give them a clear first step. Let them book their kickoff call, setup session and training without waiting for someone to check a calendar.
Start Onboarding ClientsBook your kickoff call
Welcome pack sent
Your onboarding experience
A booking page for every onboarding step.
Kickoff calls, account setup, data migration and training each get their own session type — so clients always know what to book next and how long it will take.
Book your kickoff call
Onboarding Kickoff · 45 minutes
Built for a strong first impression
Onboarding that never stalls.
01
Instant Kickoff Booking
Clients book their first session straight from the welcome email, while momentum is high.
02
Session Types That Fit
Give each onboarding stage its own length, owner and set of available hours.
03
Automatic Confirmations
Booking details and next steps are sent the second a session is confirmed.
04
Timely Reminders
Keep clients on track between sessions so onboarding finishes when it should.
Simple scheduling
From signature to first session in minutes.
01
Set up your onboarding sessions
Decide what each stage is called, who runs it and how long clients should expect.
02
Share the link at signup
Add it to your welcome email, contract confirmation or client portal.
03
Onboarding starts on schedule
The session is confirmed, added to both calendars and reminded before it starts.
The onboarding journey
Every client on the same clear path.
Onboarding slips when nobody is sure what comes next. Lay the stages out in order, let clients book each one themselves, and watch the handover from sales to delivery stop leaking days.
Welcome
The client receives their booking link the moment the agreement is signed.
CompleteKickoff Call
Goals, timelines and owners are agreed in a single 45 minute session.
In progressAccount Setup
A shorter working session to get the account configured and ready to use.
ScheduledTeam Training
The client's wider team books a training slot that suits them.
Ready to bookConnected scheduling
Your delivery team, never double booked.
Connect the calendars your account managers and specialists already use. As their week fills up, the onboarding slots clients can book change with it.
Common questions
Client onboarding, answered.
What is client onboarding scheduling?
It is the practice of giving new clients a booking link instead of an email asking for their availability. Each onboarding stage — kickoff, setup, training — becomes a session the client books themselves, so the process starts immediately after signing.
Can different team members own different sessions?
Yes. Assign an account manager to the kickoff call, a support specialist to account setup and a trainer to the training session. Each session only offers that person's real availability.
How does this shorten time to value?
Most onboarding delay is waiting — for a reply, for a calendar check, for a reschedule. Removing that wait from every stage usually saves several days between the signature and the client's first real result.
Can clients book the whole onboarding at once?
You can share every session type on one booking page so a client lines up their kickoff, setup and training in a single visit, or release each step as the previous one completes.
Ready to onboard faster?
Make the first week effortless.
Give new clients a simple way to book every onboarding session and give your team a predictable week.
Get Started