Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Onboarding is an important part of your Client’s initial experience with your practice. This Custom Process has been designed to streamline your client onboarding.
This custom automation has been created by the FYI team, ready to be imported to use in your practice.
For Practices using Forms, use the Forms Version to streamline onboarding new clients further, with a Form template included and update client step to automatically update your client record.
Note: The Forms feature is currently in beta. Learn more about beta registrations.
What's Included
This process will be set to run Manually from the Clients workspace.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Active Clients | Client View | N/A |
Templates
The following Templates and their associated details are used for these processes:
| Name | Type |
| FYI: Ethical Letter to Previous Accountant | Word |
| FYI: Ethical Letter Cover Email to Previous Accountant | |
| FYI: New Client Information Form | Excel or Forms |
| FYI: Welcome to Growth Partners |
Importing this Custom Automation
For Practices not using Forms, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
For Practices using Forms, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automation, Templates and Views.
Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automation, ensure you Test the Automation. When ready, set the Status of the Automation to Active.