Onboarding Forms Demo

Introducing onboarding forms, the latest feature in the FlexPoint platform. In this video, we’ll walk you through how the onboarding form works.

The Onboarding Form is a simple, intuitive tool designed to collect essential information from new clients.

It captures everything you need to get paid, including:

• personal details, like name and email
• Company information
• Payment method details, including ACH and credit card information.

Once a client signs initial contracts, simply send them the link to your onboarding form to gather this information. See it in action now.