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. Use this Custom Process to streamline your client onboarding.
This custom automation has been created by the FYI team, ready to be imported to use in your practice. To download our quick reference guide, click here (or download the file from the bottom of this article).
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, click here for the guide (or download the file from the bottom of this article).
Note: The Forms feature is currently in beta. Learn more about beta registrations.
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 and Importing Custom Processes using Drag and Drop.