Automate client onboarding | Feature Requests

Automate client onboarding

planned

Sean Buxton

When onboarding a client to SENPRO, enable nutritionist to create a bespoke onboarding flow, including ability to:
• Have a welcome text / video
• Make payment
• Complete baseline information
• Complete & sign terms and conditions
• Upload baseline photos
• Complete a questionnaire

May 27, 2022

Sean Buxton

Merged in a post:

Initial client assessment form

Catherine Downey

It would be amazing to have a set client assessment form that they must complete upon signing up to the app as a first step

November 22, 2023

Sean Buxton

marked this post as

planned

Rob Tidey

Sean Buxton is this now possible?