Practice Manager - Onboarding checklist for clients
It would b e great to have a general checklist or ability to create a checklist for client onboarding and ensure we get all necessary details as we set up a client
AdminKelly Munro
(Community Manager, Xero)
shared this idea
Thanks for sharing this idea about the onboarding for new clients.
It's now up to the community to get behind and support your idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero and Practice Manager.
-
Vanisha McManus
commented
Not sure if this is the right place. I would like to onboard new customers for our business using Xero. They can then complete all their contact information and financial details (bank account, etc.) and request/confirm payment terms, etc.