Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available:FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
The Client Onboarding (Sample) Form Template is designed to streamline the process of requesting essential information from new clients. This template provides a structured form that captures both individual and business details, including contact information and address details.
When the Forms feature is enabled, sample templates will be deployed and available from the Templates Workspace.
This article explains how the sample form is structured. We recommend taking a copy of the template, if you would like to customise the form.
Opening the Form Builder
The template will be imported with a Status "Draft". To open the template form builder:
- Navigate to Knowledge - Templates workspace.
- Select the "All" view to display all Active and Draft templates.
- Search for Client Onboarding and select the form template.
- Click the Edit option.
- The Form Template Builder window will open in a new Browser tab.
Template Layout and Fields
The Client Onboarding (Sample) Form template is built using a combination of Headings, Images, Labels, Panels, FYI fields and Text Boxes.
For detailed information on Form Fields and Layout, refer to Creating Templates for Forms.
Panels
The sample form contains five Panels: Client Details, Contact Information, Physical Address, and Postal Address.
Each panel follows the same structure, combining FYI fields and text boxes to request relevant client information.
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Client Details: Each FYI field is selected from the FYI Standard Fields Component. The 'Name' field settings are configured as required to ensure that the client's name is a mandatory field when the form is being completed. Note that the Business Number and Company Number fields are text boxes, as these fields are not available as an FYI Standard Field.
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Contact Information: This panel is designed to capture the client's key contact details, including preferred name, email, and phone numbers.
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Physical Address and Postal Address: Each address details panel allows the client to record their preferred street or mailing address. The Physical Address fields are selected from the Street Address FYI Standard Fields, and the postal address fields are selected from the Postal Address FYI Standard Fields.
Other Layouts and Fields
A combination of different Field types and layouts are used to present the form in a structured layout:
| Layout or Field Name | Details |
| Heading |
Provide a clear title for the form. The title of this form is New Client Details. |
| Image |
Displays the company logo to assist with branding. The FYI logo has been used to provide an example. |
| Label |
Assists in guiding clients with additional information when completing the form. Labels are used for the following purposes:
|
| FYI Standard Fields | Used to capture the new client's details. |
| Text Box |
Text boxes are used in this template to:
|