Client Onboarding

Prospect Inquiry

This tutorial provides a step-by-step guide for new prospects on how to complete the inquiry form located on the Contact Us page.

Client Onboarding

Proposal & Invoicing

This tutorial will demonstrate how to send a proposal through SuiteDash after receiving confirmation from Charday.

Client Onboarding

This tutorial will guide you through the step-by-step process of onboarding a client after confirming payment.

Onboarding Gift

This tutorial will guide you through the step-by-step process of onboarding a client after confirming payment.