Client onboarding
Guided demo · Step 1 of 7
Exit walkthroughClient onboarding process demo
Follow the real setup sequence using a separate fictional client. Fields are prepared; use the main button to continue.
Sandbox only · invitation and sign-in are simulations · no messages are sent · your existing demo is preserved.
- 1Create the client
- 2Add the team
- 3Set accountability standards
- 4Preview the invitation
- 5Preview owner access
- 6Start a test
- 7Submit the first check-in
The real client creation form; this walkthrough allocates a demo-only client identifier.
Create organization
Create the client and its first owner. Reporting and email remain off until setup is reviewed and testing starts.