Onboarding Form - Overview

The onboarding form collects essential information from new clients, including personal details (e.g., name, email), company information, and payment method details.

Once a client signs on, simply use the form to gather this information. This helps ensure a smooth and efficient setup for both you and your clients.

Automated Customer Record Creation

Once the onboarding form is submitted, a customer record is created in both FlexPoint and your accounting system.

This eliminates the need for manual entry, ensuring that all the client’s details are accurately captured and available in both systems.

Frequently Asked Questions

Question	Answer
I signed a new client. The client's team has multiple people. Do I send the onboarding form to each person?	No. The onboarding form is designed to be completed by 1 person.
Will I receive an email if someone fills out the form?	Yes—you will receive an email notification letting you know. Example below:
Where can I find the link to my onboarding form?	In FlexPoint, navigate to Customers > Customers (listed at the top). Example below:
When my client submits the form, where will the customer record get created?	A customer record will be created in both FlexPoint and QuickBooks Online.
My client submitted the form. However, they made a mistake. Can they edit the form again?	No. Once the form has been submitted, it cannot be re-opened.
What happens if two people accidentally fill out the onboarding form for the same company?	The form is designed to be filled out a single time. In the event it is filled out twice by the same client, two customer records will be created.
My client wasn't presented with the option to add a payment method. Why?	In order to capture payment methods, you must be approved for payment processing.