Onboarding

Introduction

The onboarding process allows for a New Customer to be added to the system, but rather than just creating the customer only, as seen on the Adding a New Customer page, Onboarding allows for the entire process to be done at once to make adding New Customers easier. To reach the Onboarding process, first click on the Search button on the side menu to reach the Account Search, then click on the Onboard button on the top right corner of the page. Clicking on the three bars on the top left corner of the page will expand the side menu for easier access.