Documentation

Documentation &
Guides

Everything you need to master PrismOnboard and transform your agency's client onboarding process.

Quick Start Guide

Get up and running with PrismOnboard in under 10 minutes.

1

Create Your Account

Sign up with your email and set up your agency profile. Add your logo, brand colors, and agency information to personalize the client experience.

2

Build Your First Workflow

Choose from our pre-built templates or create a custom workflow. Add steps like form collection, contract signing, asset uploads, and automated email sequences.

3

Invite Your First Client

Send a branded invitation to your client. They'll get instant access to their portal where they can complete onboarding steps at their own pace.

Core Features

Deep dive into every feature to maximize your productivity.

Workflow Automation

Learn how to build powerful, automated onboarding workflows that save hours every week.

  • Creating workflow templates
  • Adding conditional logic
  • Email automation and triggers
  • Task assignment and tracking
  • Workflow analytics and optimization

Client Portal

Set up branded client portals that provide a professional experience and keep clients engaged.

  • Customizing portal branding
  • Managing client access levels
  • Document sharing and approvals
  • Progress tracking and status updates
  • Client communication tools

Project Management

Master project phases, tasks, and milestones to keep every project on track.

  • Creating project phases
  • Setting up tasks and subtasks
  • Milestone tracking
  • Team collaboration features
  • Project status reporting

Invoicing & Payments

Streamline your billing process with integrated invoicing and payment collection.

  • Creating and sending invoices
  • Setting up payment methods
  • Automated payment reminders
  • Invoice templates and customization
  • Payment tracking and reporting

Settings & Configuration

Configure PrismOnboard to match your agency's unique processes and requirements.

  • Agency profile setup
  • Team member management
  • Permission and role configuration
  • Email template customization
  • Integration settings

Security & Compliance

Understand our security measures and how to keep your client data protected.

  • Data encryption and security
  • User access controls
  • Audit logs and compliance
  • GDPR and data privacy
  • Backup and disaster recovery

Best Practices

Expert tips from agencies using PrismOnboard to onboard 100+ clients monthly.

Keep Forms Short

Break long forms into multiple steps. Clients are 3x more likely to complete shorter forms with clear progress indicators.

Automate Follow-ups

Set up automatic reminders for incomplete tasks. Most clients complete onboarding within 24 hours when reminded.

Personalize Communication

Use merge tags to personalize emails with client names and project details. Personal touches increase engagement by 40%.

Set Clear Expectations

Include timeline estimates for each onboarding step. Transparency reduces client anxiety and support requests.

Use Templates Wisely

Create templates for common project types but customize them for each client's unique needs.

Monitor Analytics

Review workflow completion rates weekly. Identify bottlenecks and optimize steps that cause delays.

Ready to get started?

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